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. ...
"Read More"
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...
"Read More"
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...
"Read More"
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...
"Read More"
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...
"Read More"
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....
"Read More"
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...
"Read More"
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...
"Read More"
On this webinar Abigail O'Connor, Jonathan Blattmachr, Chris Lauer, and Martin M. Shenkman have a "deep dive" discussion of the Corporate Transparency Act (CTA). They covered: A quick overview of the CTA (a br...
"Read More"