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2020 Financial Markets Update

Trusts and Estates

Wyoming road sign

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 […]

2020 Financial Markets Update

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 […]

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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 […]

older couple

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.  

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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 […]

2020 Financial Markets Update

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 […]

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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 […]