2021-12-27 15:48News

Personal Trust December 2021 Newsletter

The Build Back Better Act is being considered in the Senate, with the hope of completion before Christmas.  That’s an aggressive schedule, but not impossible.  The acceleration of a reduction in the federal unified transfer tax credit has apparently been dropped.  Details in this month’s eBriefs.

  Also in this issue:

• A Prince settlement
• Close, but not close enough
• Inflation adjustments

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 $12 billion in managed assets for individuals and institutions nationwide.


Contacts

Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd