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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]