https://peaktrust-2675922.hs-sites-na2.com/blog en-us Sat, 31 Oct 2020 23:32:08 GMT 2020-10-31T23:32:08Z en-us https://peaktrust-2675922.hs-sites-na2.com/blog/what-happens-to-an-estate-after-the-person-passes <p><strong><em>Andrea from San Francisco, CA asks:</em><span style="background-color: transparent;"> What exactly happens to an estate after a person passes away?</span><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <p><strong><em>Andrea from San Francisco, CA asks:</em><span style="background-color: transparent;"> What exactly happens to an estate after a person passes away?</span><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fwhat-happens-to-an-estate-after-the-person-passes&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trust trust taxes Mon, 17 Feb 2020 20:19:03 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/what-happens-to-an-estate-after-the-person-passes 2020-02-17T20:19:03Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/do_beneficiaries_of_a_trust_pay_taxes-0 <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fdo_beneficiaries_of_a_trust_pay_taxes-0&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trust trust taxes Mon, 17 Feb 2020 20:06:46 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/do_beneficiaries_of_a_trust_pay_taxes-0 2020-02-17T20:06:46Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/do_beneficiaries_of_a_trust_pay_taxes <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fdo_beneficiaries_of_a_trust_pay_taxes&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trust trust taxes Mon, 17 Feb 2020 19:48:59 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/do_beneficiaries_of_a_trust_pay_taxes 2020-02-17T19:48:59Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1-0 <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1-0" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/Beautiful%20family%20at%20the%20beach.jpeg" alt="7 Topics for Effective Family Meetings" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1-0" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/Beautiful%20family%20at%20the%20beach.jpeg" alt="7 Topics for Effective Family Meetings" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fteach-child-financial-literacy-1-0&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> beneficiaries family meetings family legacy planning Mon, 17 Feb 2020 19:05:17 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1-0 2020-02-17T19:05:17Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1 <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/happy%20young%20family%20have%20fun%20and%20live%20healthy%20lifestyle%20on%20beach.jpeg" alt="5 Tips for Preparing &amp; Engaging the Next Generation" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/happy%20young%20family%20have%20fun%20and%20live%20healthy%20lifestyle%20on%20beach.jpeg" alt="5 Tips for Preparing &amp; Engaging the Next Generation" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fteach-child-financial-literacy-1&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> beneficiaries family meetings family legacy planning Mon, 17 Feb 2020 18:23:56 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy-1 2020-02-17T18:23:56Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/roles_responsibilites_of_corporate_trustee <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <p><strong><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/alps-background-calm-1227520-1.jpg?width=700&amp;name=alps-background-calm-1227520-1.jpg" alt="alps-background-calm-1227520-1" width="700" style="width: 700px; display: block; margin-left: auto; margin-right: auto;"></strong></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Froles_responsibilites_of_corporate_trustee&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trustee trust beneficiaries Mon, 17 Feb 2020 17:47:22 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/roles_responsibilites_of_corporate_trustee 2020-02-17T17:47:22Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/should-i-pick-a-family-member-or-friend-to-be-my-trustee <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/should-i-pick-a-family-member-or-friend-to-be-my-trustee" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/Family%20in%20a%20car%20made%20of%20cardboard%20box%20-%20express%20delivery%20concepts.jpeg" alt="Should I pick a family member or friend to be my trustee?" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <div class="hs-featured-image-wrapper"> <a href="https://peaktrust-2675922.hs-sites-na2.com/blog/should-i-pick-a-family-member-or-friend-to-be-my-trustee" title="" class="hs-featured-image-link"> <img src="https://peaktrust-2675922.hs-sites-na2.com/hubfs/Stock%20images/Family%20in%20a%20car%20made%20of%20cardboard%20box%20-%20express%20delivery%20concepts.jpeg" alt="Should I pick a family member or friend to be my trustee?" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><br><br></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fshould-i-pick-a-family-member-or-friend-to-be-my-trustee&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trustee beneficiaries Mon, 17 Feb 2020 17:41:02 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/should-i-pick-a-family-member-or-friend-to-be-my-trustee 2020-02-17T17:41:02Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy <p><br><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/banking-cash-deposit-1602726.jpg?width=445&amp;name=banking-cash-deposit-1602726.jpg" alt="banking-cash-deposit-1602726" width="445" style="width: 445px; display: block; margin: 0px auto;"></p> <p><br><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/banking-cash-deposit-1602726.jpg?width=445&amp;name=banking-cash-deposit-1602726.jpg" alt="banking-cash-deposit-1602726" width="445" style="width: 445px; display: block; margin: 0px auto;"></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fteach-child-financial-literacy&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> personal finance financial literacy Sat, 09 Nov 2019 18:55:01 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/teach-child-financial-literacy 2019-11-09T18:55:01Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/is_a_trusteed_ira_right_for_my_clients <p><br><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/adult-audience-back-view-1493371.jpg?width=600&amp;name=adult-audience-back-view-1493371.jpg" alt="adult-audience-back-view-1493371" width="600" style="width: 600px; display: block; margin: 0px auto;"></p> <p><br><img src="https://peaktrust-2675922.hs-sites-na2.com/hs-fs/hubfs/adult-audience-back-view-1493371.jpg?width=600&amp;name=adult-audience-back-view-1493371.jpg" alt="adult-audience-back-view-1493371" width="600" style="width: 600px; display: block; margin: 0px auto;"></p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fis_a_trusteed_ira_right_for_my_clients&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> trustee trust structuring trusts trusteed IRA Mon, 02 Sep 2019 15:28:00 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/is_a_trusteed_ira_right_for_my_clients 2019-09-02T15:28:00Z MATTHEW BLATTMACHR, CFP https://peaktrust-2675922.hs-sites-na2.com/blog/attract-visitors-with-compelling-blog-content-sample-2-0 <p>&nbsp;</p> <p>&nbsp;</p> <img src="https://track-na2.hubspot.com/__ptq.gif?a=2675922&amp;k=14&amp;r=https%3A%2F%2Fpeaktrust-2675922.hs-sites-na2.com%2Fblog%2Fattract-visitors-with-compelling-blog-content-sample-2-0&amp;bu=https%253A%252F%252Fpeaktrust-2675922.hs-sites-na2.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> irrevocable trust revocable trust trust Thu, 08 Aug 2019 21:59:35 GMT https://peaktrust-2675922.hs-sites-na2.com/blog/attract-visitors-with-compelling-blog-content-sample-2-0 2019-08-08T21:59:35Z MATTHEW BLATTMACHR, CFP