Week in Review: October 23, 2020
October 26, 2020
Recap & Commentary US equity markets ended the week slightly lower as investors lost faith that Washington will enact additional […]
What Should I Prepare for Now That I am Retired?
October 23, 2020
You’ve been planning for retirement for the bulk of your adult life — saving diligently, doing the math on how […]
Private Banking for Family Offices
October 20, 2020
Running a family business isn’t easy. There’s the extra complication of working with your family, the expectations of your parents […]
Week in Review: October 16, 2020
October 19, 2020
Recap & Commentary US equity markets ended the week mostly flat as traders played it safe heading into the weekend […]
What Sets First Western Trust Private Banking Apart
October 18, 2020
You already know that a private bank offers better, more personalized service than simply walking into any retail bank chain […]
How to Make a Family Business Last Generations
October 15, 2020
If you look into the statistics around family businesses, they can be discouraging. According to Family Business Magazine, only 30 […]
Reducing the Tax Impact on the Sale of Your Business
October 13, 2020
Whether you’ve been running a business your entire professional life or you just started it a couple of years ago, […]
Write It Down: The Importance of Documenting Wishes
October 11, 2020
Everyone knows the importance of estate planning in order to make sure that your family, business, and philanthropic priorities are […]
Week in Review: October 2, 2020
October 5, 2020
Recap & Commentary US equity markets ended the week higher for the first time in a month as investors weighed […]
A Planning Window May Be Closing
October 2, 2020
We are in an extraordinary period with respect to Estate and Gift Taxation. Under current law, in 2020 each individual […]