Helping Entrepreneurs With Their ‘Life Plan’, Wall Street Journal
September 2, 2014
Our Chairman and CEO Scott Wylie writes for the Wall Street Journal about how entrepreneurs risk everything if their focus […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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.