Insights

Discover industry insights, macro trends, and valuable strategies designed to guide your financial journey. Subscribe to get the latest insights delivered straight to your inbox.

Recent posts

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 Strategies

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 Advisor

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 Advisor

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 Strategies

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 Advisor

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 Strategies

Stay Ahead with Dunham Trust Insights

Subscribe to get the latest insights delivered straight to your inbox.

We care about your data in our privacy policy