Insights
Succession Planning for the Family Business
August 1, 2012
There is a striking disconnect in family business succession planning between intentions and reality, and there are numerous statistics that underscore it.
Eight Reasons to Establish a Wyoming Trust
August 1, 2012
By establishing a trust, you are building a foundation for the security and protection of your family. With the addition […]
Retirement Update – Second Quarter 2012
July 27, 2012
Director of Retirement Services, Paula Hendrickson, CFP®, and Katherine Berke, CFP®, vice president and portfolio manager of First Western Trust, […]
Fraud Prevention Tips
July 3, 2012
At First Western Trust, we make the security of our client information a priority. Our committment to the safety and […]
Messes, Mediocrity, Mystery and Mistakes
July 1, 2012
On Tuesday, June 5, 2012 First Western’s Chief Investment Officer, Warren Olsen, held a conference call with clients to discuss the current state of the financial markets.
How to Avoid Probate: Alternatives to the Revocable Living Trust
June 20, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses strategies to avoid the financially taxing and time-consuming probate process.
Capital Markets Update: Seeking Clarity, Looking Beyond Europe
June 5, 2012
First Western Trust’s Chief Investment Officer, Warren Olsen, offers insight into the markets of Europe, the United States and Asia and […]
A Connected View
June 1, 2012
Protecting your assets from “creditors and predators” is an important and often overlooked wealth preservation strategy. Understanding the potential threats that exist and following up with applicable action plan will better help you to preserve and protect your legacy.
The Revocable Living Trust: What is it and do I need one?
May 24, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses the Revocable Living Trust and how it can help you and your […]
ConnectView Applied
May 1, 2012
Having your new young adult execute a few simple legal documents on or shortly after their eighteenth birthday helps prepare the family for unexpected life-threatening situations. It also provides an opportunity to instill the importance of estate planning throughout their adult life.