Blog

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

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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Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

As the situation stands today, even if President Trump is reelected, the estate tax exemption is set to sunset in 2026 from $11.58 or $23.16 millio...

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Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

Like an old Jerry Lewis telethon (younger professionals reading this are asking who is Jerry Lewis and what is a telethon?) my phone started ringin...

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Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Seeking to develop initial relationships, we need to get conversations going.

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Trust 9/29/2020

Doing Well, While Doing Good

Whether it is the place you worship, the school you went to, or an organization you are passionate about, heartfelt gifting may not only occupy a c...

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