Why shouldn't I use a friend or family member as trustee, it's free after all?
For small trusts, having a close friend or family member as the trustee is probably just fine. But for large trusts with unique assets,...
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Jan 19, 20235 min read
Meet Our Team
At Pacific Trust Company, we recognize that our people are our most valuable asset. They are the ones that "make the magic" happen. We'd...
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Nov 29, 20223 min read
Domicile vs. Residency. What you need to know, now.
By Phil Cook, Senior Director, Client Relationships & Tax When it comes to estate planning, it’s vital to know the difference between...
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Jul 13, 20222 min read
Is Your Estate a Gift or a Burden to Your Family?
By Jessica Andrews, Bridger Trust Company President At some point, you will not be here anymore. You will pass from this life in...
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Dec 29, 20215 min read
Preparing the Next Generation to Steward Wealth: It’s a marathon, not a sprint.
By Jessica Andrews, Bridger Trust Company President New Year’s is the perfect time to reflect on the past and set intentions for the...
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Nov 22, 20212 min read
The Value of a Family Meeting
As our families gather in the coming week to celebrate Thanksgiving, we wanted to share our best practices on a different type of family...
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