Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 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 MOREFinancial Advisors 11/17/2020
Let’s assume for a moment I was able to time travel and you and I spoke on December 31, 2019 at 11:59 pm.
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 MOREClient Acquisition 11/9/2020
This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ...
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 MOREFinancial Advisors 11/3/2020
On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020.
READ MORETrust 10/29/2020
Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning.
READ MOREFinancial Advisors 10/28/2020
On Monday, October 26, 2020, the Internal Revenue Service issued Notice 2020 – 79 announcing income range increases in 2021 for determining eligibi...
READ MOREFinancial Advisors 10/23/2020
Majestically, the trumpets blared on March 12, 2020 as the Bear, who had been hibernating for almost 11 years, awoke and now menacingly walked down...
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...
READ MORETrust 10/21/2020
This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts.
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