What are the Benefits of Naming a Corporate Trustee?
March 1, 2022
If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]
Important Differences Between a Will and a Trust
May 9, 2021
Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]
A Planning Window May Be Closing
October 2, 2020
We are in an extraordinary period with respect to Estate and Gift Taxation. Under current law, in 2020 each individual […]
Why You Should Invest In Stocks
March 18, 2020
We know, you’re a savvy investor and you already know everything there is to know about stocks. In most cases, […]
Choosing the Right Trust For You
February 26, 2020
When it comes to a long-term plan for investing your money, a trust can be a very useful tool. By […]
Are Your Fiduciaries Trustworthy? (Or Is Your Trustee Trustworthy?)
January 25, 2019
Are Your Fiduciaries Trustworthy? (Or Is Your Trustee Trustworthy?) I believe that choosing your family’s fiduciaries is one of the […]
To Trustee Or Not To Trustee
November 29, 2017
Planning for the transfer of wealth to younger generations is one of the most challenging processes facing successful families. To […]
How to Avoid Probate: Alternatives to the Revocable Living Trust
June 20, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses strategies to avoid the financially taxing and time-consuming probate process.
Estate Planning Authority Joins First Western Trust’s Wealth Planning Group
October 26, 2011
Veteran Denver Attorney Bill Schmidt Appointed Senior Trust Officer DENVER—October 26, 2011—As part of its ongoing commitment to providing unparalleled […]