Trustee

  • What is a Trust?

    What is a Trust?

    A Trust is a legal and enforceable contract between the Grantor, Trustee(s) and Beneficiaries. Five elements must exist in order for a trust to exist. These elements are a Grantor, Trust

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  • Trusts to consider

    Trusts to consider

    Revocable Living Trust: Avoid probate, retain control of the assets during your life, and protect assets and yourself if you become disabled.

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  • Factors to Consider

    Factors to Consider

    Many estate-planning professionals believe that trusts should be considered whenever significant property will be transferred for estate planning and related reasons.

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  • Trust FAQ

    Trust FAQ

    A. The main difference between a will and a revocable trust is how they are administered once the defining event has occurred (death).

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  • Types of Trustees

    Types of Trustees

    The duties of a Trustee are very broad and encompassing. Peak Trust Company has broken down the Trustee functions into three primary areas:

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  • Value of a Corporate Trustee

    Value of a Corporate Trustee

    The most carefully crafted wealth management plan can be seriously undermined by naming the wrong fiduciaries to carry it out.

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