For small trusts, having a close friend or family member as the trustee is probably just fine. But for large trusts with unique assets,...

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...

By Phil Cook, Senior Director, Client Relationships & Tax When it comes to estate planning, it’s vital to know the difference between...

By Jessica Andrews, Pacific Trust Company President At some point, you will not be here anymore. You will pass from this life in...

By Jessica Andrews, Pacific Trust Company & Bridger Trust Company President We are excited to announce that Pacific Trust Company is...

By Jessica Andrews, Pacific Trust Company President New Year’s is the perfect time to reflect on the past and set intentions for the...

As our families gather in the coming week to celebrate Thanksgiving, we wanted to share our best practices on a different type of family...