Creating an Effective Charitable Giving Plan
September 2, 2023
High-net-worth donors have access to various methods of intentional giving, including funding a charitable organization they believe in. By going […]
4 Tax-Savvy Ways to Give Back
July 28, 2021
If you’re inclined to give back to the community, it makes sense to adopt a giving strategy that also allows […]
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 […]
What You Need to Know About Estate Taxes
October 27, 2020
Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]
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 […]
How to Get Started With Strategic Philanthropy
July 31, 2020
We all know that acquiring wealth isn’t just about the number at the bottom of your balance sheet — it’s […]
Eyes on the Horizon: Financial Planning to Maximize Your Net Worth
June 10, 2020
Everyone has goals when it comes to how they’re going to spend their day, their month, even their year. But […]
Looking Towards Tax Season: Charitable Deductions
February 25, 2020
Jim Montague, Senior Trust Officer The US Tax Code is so long that no one’s sure just how long it […]
First Western Announces 2020 Philanthropy Efforts
January 31, 2020
First Western Financial 2020 Philanthropy Efforts DENVER, Colo. — First Western Financial (NASDAQ: MYFW), a financial services holding company headquartered […]
Do You Know a Worthy Nonprofit that Deserves a Grant in Boulder or Arizona?
September 27, 2017
First Western Trust launched its 2017 #WealthIsAbout Grants Contest back in June, with the first contest of six beginning in […]