Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...READ MORE
In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...READ MORE
Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t...READ MORE
In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts.READ MORE
In part 3 of Dunham's Simplifying Nevada Trusts series, Jeffrey Dunham and Ann Rosevear pick apart these two concepts and describe in their own wor...READ MORE
Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning.READ MORE
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