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

Jan

20

Perspectives

“You’re not the boss of me!”… What you need to consider when naming a family member as the trustee of your trust

By Legacy Trust

Have you thought about how your family might treat each other when you’re gone?  It’s not a fun topic to consider, but a necessary one.  They may get along great now, but… Read More

Jan

13

Perspectives

Keep Your Eye on the Long-Term Strategy

By Laina Mills

Now that the holidays are behind us, we find ourselves entering a new season:  it’s the time of year for annual market and economic forecasts.  Economists, financial analysts, and investment managers alike… Read More

Dec

17

Perspectives

How is a Great Investment Manager Like a Great Chef?

By Legacy Trust

Both are highly trained and skilled. Both work within some form of established guidelines. For the investment manager it’s an investment policy. For the chef it’s a recipe. Both allow for creativity… Read More