Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 1/21/2021
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 MORETrust 11/25/2020
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 MORETrust 11/19/2020
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 MORETrust 11/12/2020
In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts.
READ MORETrust 11/5/2020
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 MORETrust 10/29/2020
Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning.
READ MORETrust 10/22/2020
If you live in a high income tax state, you probably lean forward when you hear Nevada because of its zero state income tax and because of its dyn...
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