In this podcast Brandon Centula, Senior Vice President and Chief Fiduciary Officer of Peak Trust Company, discusses the Fundamentals of Private Placement Life Insurance with Matt Jones, President of Legacy Capi...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2022 Highlights More rate hikes likely with inflation remaining stubbornly high Recession fears are lurking but key recession indi...
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When setting up a Spousal Lifetime Access Trust (SLAT) as a part of an estate plan, there are several considerations to keep in mind, such as who the beneficiaries will be, how the trust will be funded, and avo...
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One trust that married couples should consider when creating an estate plan is a Spousal Lifetime Access Trust (SLAT). A SLAT is an irrevocable trust created by one spouse for the benefit of the other spouse. T...
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When setting up an irrevocable life insurance trust (ILIT) as a part of an estate plan, there are several important factors to keep in mind, such as how the trust will be structured to avoid unnecessary gift ta...
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There are several common reasons life insurance trusts are used in an estate plan. Life insurance is an extremely valuable financial planning tool, that when combined with the flexibility and protections of a t...
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By Mariam Hall A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust created by one spouse for the benefit of the other spouse. The grantor uses their gift tax exemption to make a gift to the SLAT for ...
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Trust Industry Leader Celebrates 25th Anniversary by Opening New Doors Wilmington, DE, June 1, 2022 – On June 1, Peak Trust Company officially opened a new office in Wilmington, Delaware. The company serves e...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2022 Highlights Geopolitical conflicts, inflation pressures, and rapidly rising rates have all put pressure on both the equity and bo...
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