Stay current with the latest press releases, news, and events on Legacy Trust.

Dec

12

News

Legacy Trust Adds Associate Portfolio Manager to Wealth Management Team

By Legacy Trust

Legacy Trust, the largest private trust bank headquartered in Grand Rapids, has hired Andrew Otten as an Associate Portfolio Manager for the firm. In his new role, Otten will be responsible for… Read More

Oct

30

News

Underfunded Social Security – How Will It Be Fixed?

By Legacy Trust

For many Americans, Social Security retirement benefits are the backbone of their retirement income.  Unfortunately, the March 2023 Trustee’s Report for Social Security now projects the exhaustion of the Social Security Trust… Read More

Oct

27

News

Do I Need an Estate Plan? Time to Grow up and Deal with Your Stuff.

By Legacy Trust

Do I need an estate plan? The answer is simple.Are you an adult? Do you have stuff? Then you need an estate plan.The real question is: “What is the right estate plan… Read More