Older couple looking at papers

Setting Up Charitable Bequests in Your Will

May 6, 2021

A bequest is a gift that is made in your will. More specifically, a charitable bequest is a gift designated […]

Legal will and trust documents

A 7-Step Guide to Creating a Will

April 25, 2021

Planning for the management and transference of your legacy can be a sensitive and difficult topic, but it’s one of […]

Business women holding portfolio looking at camera

Medical vs Financial Power of Attorney: What You Need to Know

April 3, 2021

There may come a time when you’re no longer capable of making decisions regarding your own finances and personal health. […]

Older man sitting down looking at book holding chin while thinking

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 […]

Women inside sitting down looking out window

3 Steps For Millennials to Become Millionaires in 2020

June 4, 2020

The Economic State of Millennials It’s no secret that millennials are having a rough go of it financially. Between the […]

group of people meeting

Choosing an Investment Strategy That Works For You

February 12, 2020

Making enough money to live comfortably, take a few vacations a year, and own a second home is an admirable […]

Photo of Melissa Montgomery-Fitzsimmons

When Clients Divorce, So Should Advisers

August 12, 2016

First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest […]

Turnup Financial Chart page in book

After the Fiscal Cliff: Retirement Impact

March 21, 2013

First Western Trust’s Director of Retirement Plan Consulting, Paula Hendrickson, shares her perspective on the current retirement landscape and the […]