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2020 Financial Markets Update

Trusts and Estates|Wealth Planning

Older couple meeting with financial advisor

Important Differences Between a Will and a Trust

May 9, 2021

Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]

The Implications of Rising Inflation

November 17, 2020

If you’re going to plan for your financial future beyond a year or so from today, inflation has likely been […]

Older couple on hill looking at the horizon

How to Start a Conversation About Estate Planning

July 2, 2020

Legacy planning is often an uncomfortable conversation to have, but it’s one of the most important conversations you’ll ever strike […]

Photo of Melissa Montgomery-Fitzsimmons

Another Lesson from Prince’s Death: You May Want to Bank Your DNA

June 21, 2016

Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible […]

tax forms on table

Planning for a Successful 2016: Year End Tax Tips

November 18, 2015

On November 17, 2015, First Western Trust’s Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, presented a webinar entitled: Planning for a […]

Legacy Life planning workbook cover with tree graphic

More than Money: Legacy Planning for the Second Half of Life

June 17, 2014

Your legacy is about so much more than money. Throughout your life, you’ve been committed to proactively building plans, whether […]

2020 Financial Markets Update

Connecting Generations | Legacy Planning

October 11, 2013

As part of our Connecting Generations series, our Northern Colorado team recently hosted their annual event in parternship with the […]

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 […]

loose change wrapped in a bow

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 […]