Updates

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.

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.

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...

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 find yourself asking: What should I do with my investments?...

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 it received bipartisan support to help Americans save more for...

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 taxes in the coming year. 1. The IRS released changes...

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 years since the last time the available exemption decreased. Expiring...

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 with inflation. Your excess cash could be working harder for...

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 may feel scary, but it shouldn’t be surprising. Given the...

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 of time. You may be hearing this term used more...