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© 2026 Dunham Trust. All rights reserved.

Trust services offered through Dunham Trust Company. Dunham Private Trust is the Wyoming division of Dunham Trust Company. Advisory services and securities are offered through Dunham & Associates Investment Counsel, Inc., an affiliated Registered Investment Advisor and Broker/Dealer, Member FINRA / SIPC.

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

Adem Tumerkan • Sep 3, 2026

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.

Planning StrategiesTrust & Estate PlanningTax-Efficient Philanthropy
Adem Tumerkan • Jun 18, 2026

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 • Sep 3, 2026

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 Strategies

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All Posts

Adem Tumerkan • Jun 25, 2026

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 Advisor
Adem Tumerkan • Aug 29, 2026

Financial Scams Targeting Retirees: What Advisors 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 • Jun 25, 2026

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 Advisor
Adem Tumerkan • Jun 25, 2026

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 Strategies
Adem Tumerkan • Jul 31, 2026

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 Advisor