Aspen Trust and Estate Solutions
First Western Trust provides trust and estate solutions uniquely crafted for Aspen’s individuals and families. Our strategies help you protect, manage, and transfer your wealth with confidence.
Tailored Trust & Estate Services
For Aspen’s Legacy
Aspen’s distinctive lifestyle and multigenerational wealth require specialized trust and estate strategies. At First Western Trust, we offer customized solutions that align with your financial objectives and personal values.
From estate planning to trust administration and philanthropic giving, our team provides expert guidance to ensure your wealth serves your family and community for years to come. With a deep understanding of Aspen’s unique financial landscape, we deliver trusted solutions designed to fit your vision.
Specialized Offerings
Conservatorship
Ensure your loved ones and their belongings are well cared for in case of incapacitation.
Successor Trustee
Protect your estate and family’s future and safety for generations with an experienced successor trustee.
Custody and Trustee
Optimize your estate with directed and delegated trust solutions, ensuring tailored fiduciary care.
Irrevocable Life Insurance Trust
Gain enduring peace of mind with our fortified coverage, providing tax advantages and safeguarding your wealth.
Wyoming Asset Protection Trust
Offers asset protection, tax advantages, privacy, and flexibility in managing wealth efficiently.
Revocable Trusts
Maintain complete control and flexibility ensuring your wealth is managed to your preferences.
Insights
Creating a Private Family Foundation: Advantages and Disadvantages
For high-net-worth individuals and families, a private family foundation offers a unique way to manage charitable giving, foster a legacy[…]
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Unlocking Financial Independence for People with Disabilities: Understanding ABLE Accounts
Financial security is essential for everyone, including individuals with disabilities. However, stringent asset limits tied to eligibility for benefits like[…]
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Estate Planning 101: Protecting Your Legacy Through Wealth Management
When it comes to securing your family’s future and ensuring that your legacy is protected, few steps are as essential[…]
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Year-End Trust and Estate Planning: What To Do To Close 2024
As 2024 draws to a close, it’s important to proactively update your trust and estate plans to reflect your current[…]
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What to Look for When Updating Your Estate Plan
When is the last time you reviewed your estate planning documents? If it’s been more than a couple of years[…]
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Ready to learn more about Trust and Estates in Aspen? Let’s have a conversation.
Explore how our trust and estate solutions can safeguard and enhance your financial well-being.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.