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 […]
Should You Use a Trust for Estate Management?
April 4, 2020
A trust is an arrangement that allows a third party to control certain assets on behalf of a beneficiary. Trusts […]
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 […]
Why You Need a Tax Bypass Trust
February 19, 2020
We like to tell our clients that when you die, your money goes one of three places: to your descendants, […]
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 […]
Colorado Residents Can Save Through Wyoming Trust Laws
December 4, 2018
Brice Williams, vice president and senior portfolio of First Western’s Boulder office explains why tax benefits of living and doing […]
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 Set Up A Special Needs Trust
August 25, 2014
For those with a child or relative with a disability, providing excellent care is a top of mind concern. As […]
Eight Reasons to Establish a Wyoming Trust
August 1, 2012
By establishing a trust, you are building a foundation for the security and protection of your family. With the addition […]
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.