Our Services
The Trust Company of Knoxville provides trust and investment services for individuals, businesses, and non-profit organizations throughout the Southeast and beyond. We've been helping clients accomplish their financial goals since 1987.
WEALTH MANAGEMENT
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Financial & Estate Planning
Our experts will help you identify and prioritize your goals, and then work with you to develop an overall plan—both estate and financial—that addresses your goals and give you back time to pursue your own passions.
Financial planning includes goal setting, cash-flow planning, asset protection, insurance review and a myriad of other topics. Typically, we conduct a thorough analysis of your personal financial circumstances and estate planning objectives, including projections that help you visualize the financial impact of what can often be competing objectives. Then we work with you to tailor a strategy that helps you achieve your goals. Your Trust Officer—and other staff professionals with legal expertise and estate and financial planning specialties—will coordinate with you and your advisors to ensure that the most complex and unexpected issues are addressed in your financial plan.
We'll review your estate plan — working in collaboration with your legal and tax advisors — to help you identify and implement financial strategies for your unique situation and goals. If you do not yet have a comprehensive estate plan, we will work collaboratively with your legal advisors to design one. If you already have a plan in place, we will review the plan's details—as well as your larger financial picture—to guarantee that your goals are met as you transfer wealth to the next generation. We will help you ensure that assets are titled correctly, so that estate tax and probate costs are minimized.
