Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 11/19/2020
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
Trust 11/12/2020
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
Trust 11/5/2020
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
Trust 10/29/2020
Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning. READ MORE
Financial Advisors 10/28/2020
On Monday, October 26, 2020, the Internal Revenue Service issued Notice 2020 – 79 announcing income range increases in 2021 for determining eligibi... READ MORE
Financial Advisors 10/23/2020
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... READ MORE
Trust 10/22/2020
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... READ MORE
Trust 10/21/2020
This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts. READ MORE
Financial Advisors 10/20/2020
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... READ MORE
Financial Advisors 10/13/2020
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... READ MORE
Sales Development 10/6/2020
Seeking to develop initial relationships, we need to get conversations going. READ MORE
Trust 9/29/2020
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... READ MORE
Financial Advisors 9/22/2020
It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m... READ MORE
Financial Advisors 9/15/2020
In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc... READ MORE
Financial Advisors 9/8/2020
Are you considering a career as a financial advisor? Gaining insight before diving into a job is invaluable for navigating unfamiliar waters. READ MORE
Client Acquisition 9/1/2020
You’ve got to be in the right place at the right time. Woody Allen observed: “80% of success is showing up.” READ MORE
Free Time & Leisure 8/25/2020
There are days when your “Get up and go” just “Got up and went.” Every day has the potential to be the best day of your career. READ MORE