2021-10-05 20:05News

Personal Trust Fourth Quarter 2021 Briefing

Ways and Means released proposed tax changes in September. Details are in this issue of Estate Planning Briefs, including the changes that will affect estate planning if they are enacted.  Passage remains uncertain at this time, but planners need to be ready to act.

Other briefly noted items include:
            • The trust will live
            • Missing will has legal existence
            • The limits of the taxing power

We are pleased to announce that we have moved our Hinsdale office to Oak Brook.  Our new address for this office is:
                        600 W. 22nd St., Suite 308
                        Oak Brook, IL  60523

 When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.

Read the Fourth Quarter Briefing Here



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