We sat down with David Reynolds, CFP®, CLU and Chief Marketing Officer from Spearhead Administrative Services and Brian Sak CFP®, CLU®, ChFC® and Managing Partner at Granite Harbor Advisors to discuss how ...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2023 Highlights The first half of 2023 has been anything but ordinary. On the surface, U.S. stocks continued to push higher during...
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We are excited to announce that our Anchorage office has relocated! This move is the direct result of Peak Trust Company’s growth through our dedication to staying true to our core values and maintaining our ...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2023 Highlights Both U.S. and international equity markets rallied in the last few days of March to end the month (and the quarter) w...
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A Nevada Incomplete Gift Non-Grantor Trust (NING) is an irrevocable trust designed to limit state income tax liability, preserve wealth, and protect trust assets using Nevada’s laws. Clients who are high-inco...
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Directed trusts are a relatively modern estate planning tool that allow for the separation of investment management and trustee duties. With a directed trust, the trustee has limited responsibilities, and the g...
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On this webinar we discuss how Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use exemptions before it is reduced by half in 2026 the issue of access to SLAT ...
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We sat down with Christopher P. Lauer, Attorney at Manley & Brautigam, P.C. to discuss the Corporate Transparency Act (CTA), and how it will affect estate planning attorneys. Our conversation covered: What...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2023 Highlights As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses...
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