2021-06-29 15:19News

Personal Trust June 2021 Part 2 Newsletter

When President Biden introduced his “American Families Plan” and the call to end basis step-up at death, he did not explain the mechanism to be used. That information has now been released via the “Green Book” for next year’s federal budget. Details are in this issue of Estate Planning Briefs.

Other briefly noted items include:

            • Resolution coming for Aretha Franklin’s estate

            • Marriage, Israeli style

            • No double dipping

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.


Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd