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planning
Charitable Giving

Substantial Gifts Merit Thoughtful Planning

Americans have long been recognized for their generosity and commitment to philanthropy. In 2023, the United States witnessed a remarkable event in the philanthropic world-charitable donations reached a record-breaking $557.16 billion, according to the Giving USA 2024 report. This inspiring

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mission
Economic and Financial Digest

Rate Cuts Are On The Way – August 2024

For the first week of the month, it looked like we were entering the time-honored “dog days of August,” the foreboding mindset people get when they feel stuck in the mud and sense things are not going right. On August

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Identity Theft
Cybersecurity

Protecting Yourself from Identity Theft

Identity theft is an increasingly prevalent crime in the United States, with a significant impact on personal finances and taxes. According to a bulletin from the Bureau of Justice Statistics, approximately 10% of Americans aged 16 and older fell victim

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Chart Check

Mortgage Rates Sink – August 2024 Chart Check

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

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house fire
Special Interest

The Strategic Advantage of Constructing Fire-Resistant Homes

As destructive fires increasingly threaten property and lives, particularly in high-risk regions, concerns about the fire-resistant features of homes are on the rise. High net-worth individuals, who often own valuable properties in these vulnerable areas, stand to benefit significantly from

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Succession
Business Owner

Planning for Business Succession

Contractors dedicate considerable time and effort to building their businesses. Given the daily demands of running a successful company, contemplating retirement or succession can seem challenging. However, proactive planning is essential for securing financial stability, minimizing estate taxes, and ensuring

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age
Retirement Planning

Staying Physically and Financially Fit as You Age

Aging is an inevitable journey, but the quality of that journey can be greatly enhanced through mindful daily practices. Maintaining physical and mental health as we age is not solely about exercise, though that certainly plays a vital role. Experts

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