Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

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...

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Financial Advisors 11/3/2020

Are you Surprised by What is Missing in the Securing a Strong Retirement Act of 2020?

On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020.

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Trust 10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning.

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Financial Advisors 10/28/2020

Quick Guide to New 2021 Tax and Qualified Plan Changes

On Monday, October 26, 2020, the Internal Revenue Service issued Notice 2020 – 79 announcing income range increases in 2021 for determining eligibi...

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Financial Advisors 10/23/2020

Fanfare for the Uncommon Bear

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...

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Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

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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Trust 10/21/2020

Simplifying Nevada Trusts

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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