Legacy News
Welcome Nikki Matula!
We are pleased to welcome Nikki A. Matula to Legacy Private Trust Company as our new Estate Settlement Coordinator.
April 21, 2025
We are pleased to welcome Nikki A. Matula to Legacy Private Trust Company as our new Estate Settlement Coordinator.
By Connor R. O’Brien, CFA® While economists and market prognosticators attempt to forecast whether or not trade policy out of Washington DC will push the economy into a recession, we think investors should be asking a different question – should
The transition of wealth from one generation to the next is one of the most significant financial events for a family. For young adults preparing to inherit assets—or those receiving gifts that accelerate their financial journey—the experience can be both
“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different — often more favorable — terms. Much like decanting wine to separate it from sediment, trust
As uncomfortable as these drawdowns may feel in the moment, they are a normal part of investing.
Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be right for your plan. Unlike a traditional trust, which distributes assets according to a set
We are pleased to welcome two outstanding professionals to the Legacy Private Trust Company team! Brendan C. Detjen has joined us as a Senior Trust Operations Support Specialist. Brendan brings extensive experience in real estate and financial transactions, with a
As retirement nears, investors must shift from wealth accumulation to wealth preservation. Market volatility poses risks, making it essential to implement strategies that protect portfolios while maintaining long-term growth potential. The Impact of Market Volatility Market fluctuations are inevitable, but
Shaping the Future of Investing, Wealth Management, and Financial Planning The world of wealth management is undergoing a profound transformation as women increasingly take the reins of financial assets on a global scale. This shift is far more than a
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