2021-06-16 14:25News

Personal Trust May/June 2021 Newsletter

As Congress mulls how to get more revenue from higher-income taxpayers, the nonpartisan Joint Committee on Taxation has released an interesting background report on the current taxation of wealth and high incomes.  Details are in the issue of Estate Planning Briefs.

Other briefly noted items include:


            • “For the 99.5% Act”

            • “The American Families Plan”

            • Pushback on estate tax hikes

            • Extension granted for QDOT notification

            • The $10.8 billion inheritance tax


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

Read the May/June Newsletter 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.


Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd