Cherry Creek Trust and Estate Solutions
At First Western Trust Cherry Creek, we offer sophisticated trust and estate solutions designed to support your financial goals and lifestyle. Our expert team helps you navigate complex planning with confidence.
Tailored Trust & Estate Strategies
For Life in Cherry Creek
Cherry Creek is known for its refined lifestyle and diverse financial needs. At First Western Trust, we provide trust and estate services that cater to the unique goals of Cherry Creek’s individuals and families.
From wealth preservation to estate transfers and philanthropic giving, our team delivers customized solutions with local expertise and deep industry knowledge. Let us help you secure your financial future and achieve your legacy goals.
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[…]
Read more
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,[…]
Read more
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[…]
Read more
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[…]
Read more
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[…]
Read more
Ready to learn more about Trust and Estates in Cherry Creek?
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.