Trusts and Estates|Wealth Planning
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]