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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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The Case For Giving Back to The Community

December 10, 2018

Matt Gorr, chairman of First Western’s Boulder office explains how corporate charity work strengthens the community, your employees and your business […]

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 […]