Join Connor O’Brien and PJ Schaefer as they provide a detailed recap of the economic and market performance over the past year, offering insights into key drivers and significant trends that shaped 2024. Our team discuss major milestones in global
Navigating the complexities of wealth management requires not only expertise but also a trusted partner who understands your goals and values. At Legacy Private Trust Company, we go beyond the numbers to deliver personalized financial strategies designed to preserve and
With the arrival of the 2025 tax year, staying informed about changes to the tax landscape is essential. At Legacy Private Trust Company, we aim to help you navigate these updates with clarity and confidence, ensuring your financial plans remain
Reflections on the U.S. elections are ongoing and will likely dominate the media for some time. With the polls now closed, all eyes are on the likely impact of the incoming Trump administration on the U.S. economy. Most commentators believe
Stay ahead of 2025 retirement planning updates with insights on enhanced 401(k) contributions, Roth account changes, and new automatic enrollment rules. Learn how Legacy Private Trust Company can help you refine your strategies and protect your financial future.
As we enter the season of giving, recent findings by the Generosity Commission have shed light on a concerning trend. While charitable dollars are rising, the number of donors and volunteers continues to decline. This shift raises essential questions about
As individuals begin taking Required Minimum Distributions from their retirement accounts, many seek ways to use their financial resources efficiently while giving back to causes they care about. Qualified Charitable Distributions allow one to meet Required Minimum Distribution requirements while
For many families, philanthropy is a way to make a lasting impact on society and a powerful estate planning tool that can protect and preserve wealth. While charitable giving is often viewed through the lens of generosity, it can also
Philanthropy plays an essential role in many families’ estate strategies, offering a thoughtful way to make a lasting charitable impact while preserving financial security for the family. One of the most effective tools for integrating philanthropy with wealth management is
Incorporating philanthropy into estate planning is a powerful way for families to preserve their legacy while reinforcing core family values. Engaging heirs in charitable endeavors allows families to make a meaningful impact on society and cultivate responsibility and unity within
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