Lifetime Gift Tax
November 19, 2012
On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease […]
Creating the Next Generation of Philanthropists
October 26, 2012
First Western’s Director of Philanthropic Services, Alexis Boian, shares her thoughts on inspiring children and young adults to make a […]
Succession Planning for the Family Business
August 1, 2012
There is a striking disconnect in family business succession planning between intentions and reality, and there are numerous statistics that underscore it.
Estate Planning for Your “Adult” Child
May 1, 2012
Defined by state law as the age of majority, the eighteenth birthday marks a significant milestone for your child. Chronologically, it is the moment when our children legally assume control over their person, their actions and decisions, and can now own property.
If you die tomorrow, is your family prepared?
April 25, 2012
First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and […]
Succession planning is critical for a family business – DBJ, December 9, 2011
December 9, 2011
Family businesses employ 60 percent of the U.S labor force. The problem is, family businesses don’t usually survive past the […]
Win-Win Strategies for Charitable Giving
November 9, 2011
Bill Schmidt, Senior Trust Officer, hosts a webinar on win-win strategies for charitable giving.