2020-03-12 14:15
Blog post
Why TI-TRUST?
Why TI-TRUST?
2025-03-25 14:00News
Helpful Neighbor or Undue Influence
In this issue of our Estate Planning Briefs, we report on the state of debate over tax legislation in Congress. In particular, there is considerable support for repealing the federal estate tax altogether!
Also in this issue:
• Spousal rollover approved
• Helpful neighbors or undue influence?
• Portability election denied
• Limits on a durable power
• Trust termination taxes
Topics: Personal Trust
About TI-TRUST, Inc.
TI-TRUST is a leading provider of fiduciary services for Retirement Plans, 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 our clients' trust and confidence. Founded sixty-five years ago in Quincy, Illinois, we have locations in Illinois and Missouri and hold over $17 billion in managed assets for individuals and institutions nationwide.
Contacts
Executive Vice President, Personal Trust
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