Build a Strong Asset Protection Plan with Wyoming Trusts
August 25, 2015
With more than 100 million lawsuits filed in US state courts every year, it’s no wonder that business owners, doctors, […]
Estate Planning: Counting the Cost
May 29, 2015
By L. William Schmidt, Jr., Senior Trust Officer It is estimated that only 30% of Americans have Wills. It is […]
More than Money: Legacy Planning for the Second Half of Life
June 17, 2014
Your legacy is about so much more than money. Throughout your life, you’ve been committed to proactively building plans, whether […]
An Important Gift to Your Family
February 20, 2014
Preparing for end-of-life decisions as part of a Legacy Plan is not a subject many of us wish to think […]
Five Questions to Kick Start Legacy Planning
January 6, 2014
The start of the year often begins with goal setting. What are your New Year’s Resolutions? What do you want […]
Connecting Generations with a Legacy Plan
December 13, 2013
Recently featured in ColoradoBiz magazine, Jim Sprout shares his advice on how to start conversations about legacy with your family. […]
Connecting Generations | Legacy Planning
October 11, 2013
As part of our Connecting Generations series, our Northern Colorado team recently hosted their annual event in parternship with the […]
The “Tax”-ing work of Estate Planning: What to Do After the American Taxpayer Relief Act of 2012
September 9, 2013
For many, the second half of 2012 was a stressful time for estate planning decisions. Concerned about the potential effects […]
First Western Trust Conducts Legacy Planning Workshop as Part of its ‘Connecting Generations’ Series
July 25, 2013
FORT COLLINS, Colo. – JULY 25, 2013 – First Western Trust presents “Living a Legacy as a Life’s Work”, a […]
The New Tax Frontier
January 31, 2013
First Western’s Senior Trust Officer, Bill Schmidt, and Assistant Director of Wealth Planning, David Cerullo, offer their insight into the recent tax law […]