Trusts and Estates
What You Need to Know About Estate Taxes
October 27, 2020
Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]
The GST Tax on Non-Exempt Trusts: What Your Family Needs to Know
April 21, 2020
If you’ve put any thought into estate planning, you’ve no doubt run into the acronym GST. It stands for “generation-skipping […]
Wyoming Asset Protection Trusts
December 4, 2015
In our webinar, Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, shares her insights into zero-tax state asset protection trusts and discusses how these sorts […]
The New Tax Frontier
January 31, 2013
First Western’s Senior Trust Officer, Bill Schmidt, and Assistant Director of Wealth Planning, David Cerullo, offer their insight into the recent tax law […]
Lifetime Gift Tax
November 19, 2012
On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease […]
How to Avoid Probate: Alternatives to the Revocable Living Trust
June 20, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses strategies to avoid the financially taxing and time-consuming probate process.
The Revocable Living Trust: What is it and do I need one?
May 24, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses the Revocable Living Trust and how it can help you and your […]
If you die tomorrow, is your family prepared?
April 25, 2012
First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and […]
Perceptions of Corporate Trustees
October 3, 2011
While trusts are established for a variety of reasons and take many different forms, the careful consideration of who should […]