By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Investors were dealt a mixed hand in the third quarter as U.S. large-cap stocks, measured by the S&P 500 Index, gained 2.3%,...
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How Artificial Intelligence Is Changing Tax and Estate Planning Practice Artificial intelligence is creating new opportunities for tax and estate planning professionals to review documents, organize information...
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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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How Emerging Technology Could Support the Future of Estate Planning Estate planning has long relied on carefully drafted documents to preserve a client’s wishes. But as technology changes how wealth is create...
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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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Section 68 May Create Unexpected Tax and Administration Issues for Trusts and Estates A provision of the Internal Revenue Code that once received relatively little attention in trust and estate administration i...
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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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