2020-08-31 20:21News

Personal Trust August Newsletter

A number of estate planners have been warning their clients that federal estate taxes might be boosted much sooner than 2026 if the Democrats sweep into power in November.  That possibility, and the strategy recommended by one planner for being prepared, leads off this issue of Estate Planning Briefs.

Other briefly noted items include:

            • Fictitious loan
            • Biden’s new tax platform
            • More taxes for the rich
            • Email is writing

When you or your clients are in need of fiduciary services, please keep TI-TRUST 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 $10 billion in managed assets for individuals and institutions nationwide.