By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks ended the quarter up 15%, while small-cap stocks gained 22%. Moreover, U.S. intermediate-term bonds had mo...
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What Estate Planning Attorneys Should Know About Domestic Asset Protection Trusts Domestic Asset Protection Trusts, often referred to as DAPTs, are an important planning tool for clients who want to protect wea...
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Proposed Transfer Tax Changes Could Reshape Estate Planning ConversationsFor more than a decade, estate planners have operated in an environment of historically high transfer tax exemptions. But a newly introdu...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Geopolitical conflict and concerns about AI’s impact shaped market returns in the first quarter. U.S. large-cap stocks ended t...
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Competition among wealth managers for high-net-worth clients is fierce. In order to attract and retain such clients, wealth managers must offer a wide range of sophisticated services, including a directed trust...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Markets ended 2025 on a strong note: No major asset class ended the year in the red. U.S. large-cap stocks ended the year up 18%...
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When it comes to estate planning, certain tools offer tax advantages while allowing for flexible control over assets. One such tool is the Intentionally Defective Grantor Trust (IDGT), a strategy used primarily...
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When families think about passing wealth from one generation to the next, the conversation often centers on wills, living trusts, or gifts. However, for those who want to protect and preserve assets for multipl...
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Strengthening Estate and Asset Protection Planning Through LLC Design Limited liability companies are often viewed as straightforward holding vehicles, but their governing documents can play a critical role in ...
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