Blog

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

Trust 10/22/2019

Five Key Aspects to Look For in a Trust Company

Offering trust services allows you to build your client's wealth well into the future while at the same time creating a strong business relationshi...

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Trust 8/19/2019

Dunham Trust Company Celebrates 20 Years and You May Get the Present!

In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...

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Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change?

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DTC 3/20/2019

Avoid Issues for Special Needs Beneficiaries with Special Needs Trusts

If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es...

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Trust 2/22/2019

Nevada Asset Protection Trust

Anyone concerned about protecting assets from creditors, while still enjoying the benefit of those assets can benefit from a Nevada Asset Protectio...

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