2021-11-17 21:09News

Personal Trust November 2021 Newsletter

Important news for estate planners and their clients: Congress has, for the time being, dropped the idea of significant changes to federal taxation of estates and gifts.  This may reduce the urgency of some planning, though careful planning one’s wealth management remains as vital as ever.  Details in this month’s eBriefs.

Also in this issue:

• Acceptance of benefits bars later will contest

• Charitable deduction for non-itemizers

• Closing letter fees now active

• Whistleblower dies, claim survives

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

 

Read the November 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.

Contacts

Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd