2023-05-23 14:00News

Estate Planning Study - Special Issue 2023

Our next Estate Planning Study summarizes several of the more important elements of the SECURE Act 2.0.  Although perhaps not as consequential as the original SECURE Act, there are many changes in this new law that touch upon retirement planning and wealth management.  
When you or your clients need fiduciary services, I hope that you'll keep TI-TRUST, Inc. in mind.

About TI-TRUST, Inc.

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 $16 billion in managed assets for individuals and institutions nationwide.


Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd