Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe...READ MORE
If a client or prospect mentions they plan to sell a highly appreciated real estate or business, a planning tool known as an Intermediated Installm...READ MORE
About Us 8/19/2019
In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...READ MORE
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...READ MORE
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The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
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