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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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...
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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...
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A New Focus in Estate Planning The One Big Beautiful Bill Act (OBBBA) has permanently raised the federal estate and gift tax exemption to $15 million per person starting in 2026, reshaping the landscape of esta...
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New Ground in Asset Protection: What In Re CES 2007 Trust Means for Planners A recent Delaware court decision may mark a turning point for domestic asset protection planning. In In Re CES 2007 Trust, a self-set...
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Rethinking Trust Planning in the Wake of OBBBA The One Big Beautiful Bill Act (OBBBA) didn’t just tweak charitable deduction rules, it rewrote them. While headlines focused on increased deduction limits and a...
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