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Category: Wealth Management

2024 tax year reporting mailing dates

January 9, 2025 by Joanna Gager

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.

2024 tax reporting mailing dates

January 2, 2024 by The Trust Company of Tennessee

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.

Trust 101: Why consider a trust?

September 27, 2023 by The Trust Company of Tennessee

Estate planning is an important component of a comprehensive financial plan that provides for you and your loved ones in the way you intended. Estate plans often incorporate trusts, which […]

What to do with this bear market?

March 2, 2023 by The Trust Company of Tennessee

You have likely opened your statements for 2022 to find that for only the third time in almost 100 yrs, both the bond and the stock markets were down. You may […]

SECURE Act 2.0 – How This Affects You and Your Retirement Plan

January 6, 2023 by The Trust Company of Tennessee

After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022.  It is the most impactful retirement legislation in the past 15 years, and […]

What can you do to mitigate your taxes? 

November 6, 2022 by The Trust Company of Tennessee

As 2022 comes to a close, with markets down and in the wake of record inflation and rising interest rates, there are several factors and strategies to consider for mitigating […]

Is Uncle Sam one of your beneficiaries?

September 21, 2022 by The Trust Company of Tennessee

Current estate tax exemptions are set to expire at the end of 2025, which means we could see a 50% reduction in available exemption per person. It has been 87 […]

Market Volatility x Inflation = Panic?

June 24, 2022 by The Trust Company of Tennessee

We’ve been saying that Cash isn’t King – historically it is the worst performing asset class. It may feel safe, but it does not have the ability to keep up […]

Market volatility feeling scary?

June 13, 2022 by The Trust Company of Tennessee

If you’re paying attention to the financial markets, you’re probably feeling a bit unsettled by the volatility we have seen this year. Volatility is a normal part of investing. It […]

What is a Bear Market exactly?

May 31, 2022 by The Trust Company of Tennessee

Have you ever wondered what the Bear v. Bull analogy actually means?? Economists normally define a Bear Market as a 20% decline from a previous high over a sustained period […]

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