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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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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