Author: Jason Foster, JD, AEP®
Charitable Giving & Legacy Planning in Boulder County, CO: Donor Advised Funds and Other Tax-Smart Philanthropic Strategies
Many families in the Boulder area place a high value on supporting causes that are important to them. At Peak Asset Management, we often see...
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Financial Intelligence Newsletter for Q2 2026
With tax season finally behind us, we have temporarily moved beyond calculating deductions, credits, Our second piece discusses a nuanced topic involving Health Savings Accounts...
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How To Choose a Trustee or Executor for Your Colorado Estate Plan: Tips for Boulder County Families
Choosing a trustee or executor is one of the most important and often undervalued decisions in an estate plan. In many cases, the fiduciary role...
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Consider these 12 Questions to Create a Comprehensive Estate Plan in Boulder County, Colorado
If you’ve spent years building wealth through disciplined investing, equity compensation, or real estate, you’ve likely started thinking about how to protect and pass on...
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How to Best Position Yourself to Avoid Probate in Colorado: A Step-by-Step Guide
If you’ve spent years building substantial wealth, legacy planning naturally moves closer to the top of your priority list. And while estate planning often is...
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How Will 2026 Estate Tax Changes Impact You?
As the Director of Wealth Strategies and Legacy Planning at Peak Asset Management in Louisville, CO, Jason Foster, JD, AEP®, routinely works with individuals and...
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Do I Need a Will or a Living Trust in Colorado? What Boulder, CO Area Families Need to Know in 2026
Families in Boulder, Louisville, Lafayette, Superior, and surrounding areas often reach a point where they want to ensure their hard-earned assets pass smoothly to the...
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Financial Intelligence Newsletter for Q1 2026
As we routinely do, this first Financial Intelligence Newsletter of the year will focus on financial and tax planning considerations for 2026. With the One...
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Financial Intelligence Newsletter for Q4 2025
In this publication of Financial Intelligence, I introduce Javier Gomez, another recent addition to Peak and its now robust (and expanding) financial planning team. Speaking...
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Financial Intelligence Newsletter for Q3 2025
In this publication of Financial Intelligence, Bethany Aylor and Brent Yanagida will share their expertise in tax planning by reviewing the One Big Beautiful Bill...
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