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 […]
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.
The Revocable Living Trust: What is it and do I need one?
May 24, 2012
First Western’s Senior Trust Officer, Bill Schmidt, discusses the Revocable Living Trust and how it can help you and your […]