News
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
22
News
Act Quickly – Qualified Charitable Distributions Newly Approved for Tax Savings in 2015
On December 18, 2015 President Obama completed the federal government’s Christmas gift to U.S. tax payers by signing the Protecting Americans from Tax Hikes (PATH) Act of 2015. The PATH Act extended,… Read More
Dec
22
Perspectives
Robo-Advisor Redux
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
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
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