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

Dec

22

Perspectives

Robo-Advisor Redux

By Legacy Trust

Last year at this time, I wrote a short blog  titled “The Robot will see you now!”  The critical point I was trying to make is that while technology-centered robo-advisor platforms are… Read More

Dec

21

Perspectives

Giving Back

By Randii Smith

We believe in giving back to our local community. As a business, we recognize we have a social responsibility to support non-profit organizations in West Michigan. Our contributions and volunteer efforts help… Read More

Dec

15

Perspectives

Red Tape is a Good Thing … When It’s on the Corporate Trustee of Your Trust

By Legacy Trust

Did you hear the story about the guy who was appointed the trustee of a woman’s trust and he totally took advantage of her and stole all her money?  Or the one… Read More