Estate planning is vital to financial wellness, but as your life evolves, so should your plans. Many individuals start with a modest estate and simple plan, but as time passes and their circumstances change, they may find that what worked
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
When it comes to estate planning or managing trust documents, there’s a vital component that often gets overlooked: the obvious. Getting caught up in the complexities of tax laws, investment strategies, and legal jargon is easy. However, failing to recognize
Has the Fed thrown in the towel? That’s the question investors are grappling with and those who think they know the answer are deceiving themselves. At the start of the year, the odds-on bet was that the central bank was
At Legacy Private Trust Company, understanding our history is crucial to appreciating the values and achievements that define who we are today. Sharing our historic milestones reflects our journey of growth and success and reinforces the trust and relationships we
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
For many entrepreneurs, the business they’ve built is not just a source of income but a part of the family’s legacy. It embodies hard work, dreams, and the hope for prosperity to be passed down through generations. Yet, an often-overlooked
Legacy Private Trust Company is committed to safeguarding the financial well-being of families, especially during grief and their most vulnerable moments. It is with this commitment in mind that we wish to highlight a recent advisory from the Federal Trade
In the landscape of personal finance and investment, the quest for frequent-flyer status can spark significant discord among couples. Often viewed as a symbol of an exclusive club, this status can require a hefty financial and time investment, sometimes leading
The Masters golf tournament and the realm of successful investing, though seemingly disparate, are interconnected by their rich traditions. These traditions endure over time and encapsulate a blend of skill, strategy, and patience—key ingredients for success in both fields. The
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