Bozeman Trust and Estate Solutions
At First Western Trust Bozeman, we offer tailored trust and estate solutions to help professionals, families, and business owners protect, preserve, and transfer wealth in line with their vision.
Personalized Trust & Estate Solutions
For Bozeman’s Thriving Community
Bozeman is a growing city known for its outdoor recreation, innovation, and strong business community. At First Western Trust, we offer trust and estate services designed to align with your financial priorities, whether you’re building wealth, planning for future generations, or supporting philanthropic endeavors.
From estate planning and asset protection to charitable giving and multi-generational wealth transfers, our experienced advisors provide strategic guidance tailored to your goals. Trust us to bring clarity and confidence to your estate planning, ensuring your legacy is secured for the future.
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
Essential Financial Considerations Before a Divorce Decree Is Finalized
Divorce is a significant life transition that requires careful financial planning to ensure stability and long-term security. While the process[…]
Read more
Navigating Financial Matters After Loss: A Guide to Stability and Planning
Losing a loved one is an incredibly challenging experience, and grief can feel all-consuming. It’s important to lean on your[…]
Read more
5 Ways to Use Annuities in Your Estate Plan
Estate planning is a deeply personal endeavor, ensuring that the wealth you’ve built over a lifetime is preserved, protected, and[…]
Read more
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[…]
Read more
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[…]
Read more
Ready to learn more about Trust and Estates in Bozeman?
Explore how our trust and estate solutions can safeguard and enhance your financial well-being. Contact our local Bozeman team today to see how we can help.
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.