Planning in a Changing Environment: Key Considerations for Advisors Estate planning in today’s environment is no longer driven by a single objective. High exemption amounts, shifting income tax priorities, as...
"Read More"
Building a bridge between traditional academic programs and industry training Newark, DE, October 29, 2025 -- The Peak Trust Management Certificate Program, made possible through a $550,000 gift f...
"Read More"
Navigating Complexity in Modern Estate Planning Estate planning continues to grow more complex as tax rules evolve, client situations become more nuanced, and technology reshapes how advisors work. In this wide...
"Read More"
Year-End Planning in a Changing Environment Estate planning in 2025 demands more than routine document updates. With volatile markets, transformative tax legislation, and evolving planning techniques, advisors ...
"Read More"
Estate Planning with Intention Estate planning is about more than documents and technical strategies. Effective planning requires understanding how families communicate, make decisions, and define long-term pri...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks rose 8% in the third quarter, while small caps gained 12%, reaching their highest levels since November 20...
"Read More"
Shifting Priorities After OBBBA The One Big Beautiful Bill Act (OBBBA) has reshaped estate planning in ways that go far beyond raising the federal estate and gift tax exemption to $15 million per person. With e...
"Read More"
Why Wellness Matters in Estate Planning The pressures of estate planning can be relentless, long hours, complex cases, and constant responsibility often leave professionals vulnerable to stress, burnout, and di...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights While the acronym “AI” (artificial intelligence) has been used since the 1950s, recent technological advances have accelerat...
"Read More"