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2020 Financial Markets Update

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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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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 […]

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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 […]

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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, […]

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 […]

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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 […]

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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 […]

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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 […]

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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.  

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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 […]