Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift […]
Cryptocurrency has become more widely used in our society, but should it be offered in your retirement plan? Join us as we discuss: The basics of cryptocurrency The U.S. Department […]
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with […]
By offering a retirement plan, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated […]
This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. Featured Speaker Miranda Carr, CFA®, Chief […]
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate […]
Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The […]
The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior […]
SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. Join us as we discuss the many provisions in this legislation, including: Higher catch-up limits Increasing Required […]
Are your investments positioned to navigate equity market volatility, current Federal Reserve policy and a slowing economy? Join us as we discuss: Investment changes at The Trust Company of Tennessee […]
It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, […]
The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and […]
