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2020 Financial Markets Update

Trusts and Estates|Wealth Planning

2020 Financial Markets Update

Major Players Exiting the Life Insurance Business

September 18, 2019

Another carrier has announced that they will no longer distribute life insurance products as of December 31, 2019. TIAA Cref, […]

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 […]