As a financial advisor, your role commonly extends into areas of your client’s lives beyond financial returns, especially among high-net-worth families. You may find yourself serving as a voice on legacy and the future. You might also field questions about the...
Unpacking the Benefits of Tennessee’s 2024 Trust Code Revisions Tennessee has long been recognized as a leader in trust law, offering a progressive and flexible framework for trust administration that benefits grantors, trustees, and beneficiaries alike. The state...
March is National Women’s History Month! In a special Cannon Curve podcast episode on women leaders in finance, Jennie Menzie, CEO and President, and Emily Dye, Trust Officer, of Cumberland Trust joined Elizabeth Rodgers, President, and Anne Douglass Williams,...
Updates to the Tennessee Trust and Probate Codes Provide Options to Beneficiaries The Governor of Tennessee recently signed into law SB 492/HB 1185—a bill containing several revisions to Tennessee’s Trust Code. Over the past decade, Tennessee has significantly...
Each year, tax returns must be prepared and filed for trusts and estates. Below are some reminders regarding the trust tax filing process. Cumberland Trust’s directed trust platform allows clients to choose their own trusted financial advisor to handle the...
The Governor of Tennessee recently signed into law SB 2166/HB 2353—a bill containing several revisions to Tennessee’s Trust Code. As trust assets under management in Tennessee have increased to several hundred billion dollars, the Volunteer state continues to...
