This quarter’s Estate Planning Study has been prepared by attorney Julie Jason, who is an investment counselor as well as an estate planner. Julie reviews some of the critical investment considerations for a financially secure retirement for estate planners and their clients.
If you have topics you would like to see covered in our communications to estate planning professionals, please share them with me. When you or your clients need fiduciary services, I hope that you’ll keep TI-Trust, Inc. in mind.
TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $14 billion in managed assets for individuals and institutions nationwide.