Susan Law has been a part of great growth at The Trust Company since starting in 1992: from 16 to more than 100 employees and from one office to three. Her role has expanded with client needs, providing the opportunity to develop relationships with many clients that have lasted 20+ years. She is a CERTIFIED FINANCIAL PLANNER® and interacts daily …
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 can accomplish goals such as asset and privacy protection, legacy building and more. The three parties required to create a trust include the party wishing to establish and fund the …
In the world of economics, the pandemic aftermath has shifted how we perceive recessions. While two quarters of contracting gross domestic product (GDP) were noted, key indicators like consumer spending, industrial production and unemployment remained strong during the recovery. Initial forecasts hinted at a 2023 recession, but recent shifts have delayed recession calls to 2024. Furthermore, an increasing number of …
I hope you have enjoyed a fun and restful summer and are taking advantage of all the great activities our region has to offer this time of year. It seems like we all straighten up a bit as fall approaches, get on a better schedule and make plans to finish the year strong. We are so thankful to each of …
In the latest news from The Trust Company of Tennessee, President Daniel Carter speaks on the power of perseverance; Chief Investment Officer Miranda Carr discusses the road to recession; Vice President, Personal Trust Kassandra Richardson presents some benefits of trusts; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
The Trust Company of Tennessee has hired Celso Toc as a client service associate, based in the firm’s Knoxville office.
The Trust Company of Tennessee has hired Tracey Smith as a retirement plan services (RPS) relationship manager, based in the firm’s Chattanooga office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial …
The Trust Company of Tennessee has hired Sam Shelley as an associate relationship manager, based in the firm’s Knoxville office.
On August 25, 2023, the IRS delayed the effective date for one of the key provisions of SECURE Act 2.0 which impacts the ability for high-income individuals to choose whether their catch-up contribution is made on a pre-tax or after-tax (Roth) basis. This is great news for retirement savers as this would have eliminated a popular tax-break for high-income earners …
The Trust Company of Tennessee has hired Dylan Isaacs as a portfolio analyst, based in the firm’s Knoxville office.
