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Insights: Dunham Trust
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Recent posts
Adem Tumerkan • Recent
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Tax StrategiesPlanning StrategiesTrust & Estate PlanningDunham Trust
Adem Tumerkan • Recent
Childfree Financial Planning: Estate Planning, Retirement, and Legacy Strategies
Childfree financial planning requires intentional strategies for estate planning, long-term care, retirement, and legacy giving without children as heirs.
RetirementFinancial Advisor
Adem Tumerkan • Recent
ABLE Account Changes 2026: New Age Limits, Higher Contributions, & What Financial Advisors Need to Know
ABLE account changes 2026 are now in effect — new age limits, higher contributions, and permanent provisions. A planning guide for financial advisors.
Tax StrategiesDunham Trust
All Posts
Adem Tumerkan • Recent
Special Needs Trusts Explained: First-Party vs Third-Party & Why It Matters
Learn how first‑ and third‑party special needs trusts protect SSI and Medicaid, prevent inheritances from ruining benefits, and avoid IRA beneficiary mistakes.
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
Biggest Scams Targeting Baby Boomers: What You Need to Know
Learn about the top scams targeting Baby Boomers and how financial advisors can help protect their clients from financial exploitation in retirement
RetirementFinancial Advisor
Adem Tumerkan • Recent
Why Generational Wealth Fails — And How Trusts and Governance Help Stop It
Most family wealth fades by the third generation. Learn how trusts, governance, and heir preparation can reduce generational risk and keep capital intact
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
Wyoming Dynasty Trusts: How to Build a 1,000‑Year Family Bank
Learn how a Wyoming dynasty trust can act as a 1,000‑year family bank, avoid repeated estate taxes, and use AFR loans to keep heirs accountable and capital compounding.
Tax StrategiesDunham Trust
Adem Tumerkan • Recent
Trust Services for Financial Advisors: How to Partner With an Advisor‑Friendly Trust Company
Add trust services without becoming trustee. Learn how advisors partner with advisor‑friendly trust companies and keep investment control.
Financial AdvisorDunham Trust