Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 12/12/2019
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe...
READ MORETrust 10/22/2019
Offering trust services allows you to build your client's wealth well into the future while at the same time creating a strong business relationshi...
READ MORETrust 10/17/2019
If a client or prospect mentions they plan to sell a highly appreciated real estate or business, a planning tool known as an Intermediated Installm...
READ MOREAbout Us 8/19/2019
In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...
READ MORETrust 8/1/2019
Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co...
READ MORETrust 5/14/2019
Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change?
READ MORETrust 3/20/2019
If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es...
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