News
Stay current with the latest press releases, news, and events on Legacy Trust.
Jun
8
News
Quan Mac Joins Legacy Trust as Managing Director of Family Office Services
In her new role with the Grand Rapids investment and wealth-management services provider, Mac will primarily be responsible for managing the anchor relationships of Legacy’s Family Office platform. She will provide thought… Read More
May
19
Perspectives
Cash Flow Planning: Will Your Inflows Support Your Outflows?
At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years. The husband was planning on retiring in the next few… Read More
May
7
Perspectives
What is a Supplemental Needs Trust? Do I Need One?
Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life… Read More
Apr
28
Perspectives
Working Together to Coordinate Your Advisor Team
I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More