Will vs. Trust-Based Planning

Determining what happens to your assets at death is a fundamental aspect of responsible estate planning. Various options can ease asset disposition and ensure your wishes are fulfilled. Without a valid will or trust in place, the disposition of your assets will be determined under applicable state law and may not align with your wishes.

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Trust and Estate Planning Services are Not a deposit, Not guaranteed by the Bank, May Lose Value. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.