Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
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
Financial 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 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
Client 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 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
Financial Advisors 11/3/2020
On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020.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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