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Insights: Dunham Trust
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Recent posts
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 StrategiesFinancial AdvisorPlanning StrategiesDunham Trust
Adem Tumerkan • Recent
Special Needs Trusts Explained: First-Party vs Third-Party & Why It Matters
Learn the difference between first- and third-party special needs trusts and how proper planning helps protect Medicaid, SSI, and family assets.
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
All Posts
Adem Tumerkan • Recent
Why Wealth Fails Across Generations - and How Families Can Stop It
Why do most family fortunes disappear? Markets aren’t the cause. This piece explores why wealth fails across generations & how families can reduce the risk
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
How a Wyoming Dynasty Trust Creates a Family Bank That Builds Generational Wealth
For financial advisors: a Wyoming dynasty trust acts as a family bank — lending at AFR, compounding tax-free, and preserving generational wealth across 40 generations.
Tax StrategiesDunham Trust