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2020 Financial Markets Update

Man in suit meeting with an elderly couple to discuss naming a corporate trustee

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 […]

Older couple meeting with financial advisor

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 […]

Business people discussion advisor

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 […]

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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, […]

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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 […]

2020 Financial Markets Update

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 […]

Image of pen signing name

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 […]

older couple

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.  

Bill Schmidt headshot

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 […]