Insights
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.
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 […]