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2020 Financial Markets Update

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Creating the Next Generation of Philanthropists

October 26, 2012

First Western’s Director of Philanthropic Services, Alexis Boian, shares her thoughts on inspiring children and young adults to make a […]

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Tax Planning Strategies

October 5, 2012

Although income tax planning is difficult during this time of uncertainty, taxpayers find themselves enjoying relatively favorable tax rates and […]

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Preparing for 2013 Tax Increases

October 5, 2012

Unless legislative action occurs before December 31, 2012, the conclusion of this year will mark an end to what has been […]

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The Medicare Surtax: Does It Apply to You?

September 27, 2012

First Western Trust’s Assistant Director of Wealth Planning, David Cerullo, CPA, CFP®, discusses the introduction of the Medicare surtax and provides […]

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Succession Planning for the Family Business

August 1, 2012

There is a striking disconnect in family business succession planning between intentions and reality, and there are numerous statistics that underscore it.

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Estate Planning for Your “Adult” Child

May 1, 2012

Defined by state law as the age of majority, the eighteenth birthday marks a significant milestone for your child. Chronologically, it is the moment when our children legally assume control over their person, their actions and decisions, and can now own property.

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The Boomerang Gift

April 1, 2012

The current tax laws offer few opportunities to do well by doing good. A Charitable Lead Annuity Trust (CLAT) allows you to make a tax-free gift to your children while simultaneously making a recurrent and immediate gift to a charitable organization you support. Given the low interest rates, this is one of the best times in history to obtain the maximum benefit of this strategy.

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Your Toughest Financial Questions Answered

April 1, 2012

Wealth planning often brings forth complex questions regarding our personal aspirations and hopes for our family. The answers impact not only the lives of family members, but our friends, organizations we care about, and even the success of our business.

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Succession planning is critical for a family business – DBJ, December 9, 2011

December 9, 2011

Family businesses employ 60 percent of the U.S labor force. The problem is, family businesses don’t usually survive past the […]

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Set Yourself Up for a Successful 2012

November 9, 2011

Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.