Broomfield Trust and Estate Solutions
At First Western Trust Broomfield, we provide specialized trust and estate solutions tailored to the financial needs of Broomfield’s professionals, families, and business owners. Our personalized approach ensures your wealth is protected, preserved, and transferred according to your long-term vision.
Personalized Trust & Estate Strategies
For Broomfield’s Thriving Community
Broomfield is a vibrant area known for its entrepreneurial energy, growing families, 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
Understanding Portfolio Loans: A Flexible Mortgage Solution for High-Net-Worth Buyers
For high-net-worth individuals, securing a traditional mortgage can sometimes be more challenging than expected. Despite strong financial positions, factors like[…]
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Trust Decanting: When and Why to Modernize an Existing Trust
Estate planning is a crucial part of managing and preserving wealth, especially for high-net-worth families and individuals. Over time, however,[…]
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Including Grandchildren in Your Estate Plan: What to Know
When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren[…]
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How to Pass Down Your Family Vacation Home
A family vacation home is more than just a property—it’s a place where cherished memories are made, a retreat that[…]
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The Role of Trusts in Business Exit Planning
Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing[…]
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Ready to learn more about Trust and Estates in Broomfield? 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.