In this video and presentation we tackled the following topics: Valuation date / transfer date considerations in light of COVID. Given the rebound in equity markets, has the opportunity for gifting passed? Im...
"Read More"
Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the third and final part of How Strong Families Survive Tough Times - Putting it into Practice (part 3 of 3...
"Read More"
Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the second part of How Strong Families Survive Tough Times - Tackling Communication, Values & Family Co...
"Read More"
Join Tom Rogerson, CEO from GenLeg Co. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss How Strong Families Survive Tough Times (part 1 of 3) Download the Presentation...
"Read More"
In April 2020 Peak Trust Company conducted a nationwide survey of advisors, CPAs, and estate planning attorneys. Survey revealed key client concerns that a ROTH conversion can address More than 50% clients have...
"Read More"
The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to...
"Read More"
Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
"Read More"
Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...
"Read More"
Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...
"Read More"