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2020 Financial Markets Update

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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 […]

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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 […]

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Financial Life Planning Connects Generations

November 4, 2013

First Western Trust is committed to more than simply financial planning. We look at wealth management from a truly holistic […]

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First Western Trust Adds Wealth Planning Advisor to Denver Team

October 30, 2013

Denver, Colo – October 30, 2013 – First Western Trust is pleased to announce a new addition to its Downtown […]

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Risk and Reward | The 2013 Economic Update

February 5, 2013

On February 5th, 2013, First Western Trust’s Chief Investment Officer, Warren Olsen, presented Risk and Reward in 2013. In this presentation, […]

2020 Financial Markets Update

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 […]

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Top 10: Wealth Planning Mistakes to Avoid

December 11, 2012

In the December issue of Greater Phoenix In Business magazine, Trish Stark, senior vice president and director of client relations at First […]

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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 […]

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To Give or Not to Give: How to Decide at the Holidays

November 8, 2012

The time of year is fast approaching when your mailbox will overflow with holiday appeals. Whether sponsoring meals for the […]

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2012 Year End Tax Strategies

November 8, 2012

First Western Trust cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.