Insights
Estate Planning for Your “Adult” Child
May 1, 2012
Defined by state law as the age of majority, the eighteenth birthday marks a significant milestone for your child. Chronologically, it is the moment when our children legally assume control over their person, their actions and decisions, and can now own property.
If you die tomorrow, is your family prepared?
April 25, 2012
First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and […]
First Western Trust Grows Wyoming Presence In Jackson Hole
April 18, 2012
JACKSON HOLE, WYO. – April 18, 2012 – First Western Trust (First Western) is pleased to announce that it has […]
The Boomerang Gift
April 1, 2012
The current tax laws offer few opportunities to do well by doing good. A Charitable Lead Annuity Trust (CLAT) allows you to make a tax-free gift to your children while simultaneously making a recurrent and immediate gift to a charitable organization you support. Given the low interest rates, this is one of the best times in history to obtain the maximum benefit of this strategy.
Your Toughest Financial Questions Answered
April 1, 2012
Wealth planning often brings forth complex questions regarding our personal aspirations and hopes for our family. The answers impact not only the lives of family members, but our friends, organizations we care about, and even the success of our business.
First Western Trust Grows Wealth Management Talent
March 19, 2012
SCOTTSDALE– March 19, 2012 – First Western Trust (“First Western”) announced today that Jim Winterton will serve as a senior […]
The Financial Truth in Action – Educational Trust
March 1, 2012
Providing our children a strong foundation in education is a tremendous asset not only for the child but for future generations. Last month, Michael Mandelbaum, our featured speaker and best-selling author of That Used to Be Us: How America Fell Behind in the World it Invented and How We Can Come Back, shared his thoughts on how Americans can strengthen our economy and better position ourselves globally. By investing in our youth they can receive the education they need to get the US back on the right track.
Our Place in the World, Financially Speaking
March 1, 2012
To gain insight on what to expect from the markets in 2012, it's important to examine the events of 2011. Although a difficult year in terms of returns, the macro events such as the tsunami in Japan, the European sovereign debt crisis and the Arab Spring weighed heavily on the markets. These major global events swamped micro decisions making it a very difficult year for money managers.
First Western Trust Acquires Trust Department of First National Bank of Wyoming
February 28, 2012
LARAMIE, WYO. – February 28, 2012 – First Western Trust (First Western) is pleased to announce today its acquisition of […]
First Western Trust names new Phoenix Office President
January 24, 2012
PHOENIX—JANUARY 24, 2012—First Western Trust (“First Western”) announced today that Victor Alonzo will serve as president of the firm’s Phoenix […]