Newark, DE, May 28, 2024 -- Peak Trust Company (“Peak Trust”) has announced a $550,000 donation to the University of Delaware’s Alfred Lerner College of Business and Economics (“Lerner”)......
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2024 Highlights Equity markets ended the first three months of 2024 on a strong note as the S&P 500 achieved new all-time highs. ...
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Anchorage, AK, April 4, 2024 — Peak Trust Company (“Peak Trust”) today announced the appointment of seasoned Alaska-based trust & estates attorney, Abigail (“Abby”) O’Connor, as its new Chief Fiduci...
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A Strategy for Taxation of Retirement Assets after Loss of “Stretch” By Matthew D. Blattmachr, CFP® Jonathan G. Blattmachr, JD, LLM, & Amber Gunn, CTFA In some cases, it is beneficial for distributions...
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By Jay R. Larsen, Esq. Irrevocable trusts are a common tool in estate planning. They play an important role in protecting assets, reducing taxes, and preserving legacies from one generation to the next. Irrevoc...
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By Mariam Hall, CFMP & Amber Gunn-Holt, CTFA A special needs trust (SNT) is a privately and professionally managed trust set up by one or more persons, called grantors, for the benefit of a person with disa...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2024 Highlights Despite recession fears and a banking crisis in early 2023, the market rallied with U.S. large cap stocks up 26....
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By Brandon J. Cintula, CTFA, Jonathan G. Blattmachr, JD, LLM, and Abigail E. O’Connor, JD For 75 years, married couples in community property states have enjoyed a tremendous tax advantage when the first spou...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, and Martin M. Shenkman review what was covered at the 58th Annual Heckerling Institute on Estate Planning. The Institute is the preeminent estate planning...
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