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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]