Insights

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

Dec

4

Perspectives

Putting It All Together

By Brian Balke

I have been with Legacy Trust now for just over two years and thought I would share some of what I have learned.  I have had a couple different roles since starting…. Read More

Nov

20

Perspectives

One Man’s View on Money

By Legacy Trust

When it comes to wealth planning, it is easy for some of us to become consumed with the preservation and accumulation of assets, rates of return and cash flows.  We perceive the… Read More

Nov

12

Perspectives

Important Considerations for a Trustee

By Legacy Trust

It seems that I have had an unusually large number of conversations recently about how to choose a trustee for a trust.  Therefore, I felt this might be a good time to… Read More

Nov

4

Perspectives

The Changing World of Payments

By Legacy Trust

During one of my recent trips to Starbucks, which admittedly is a frequent occurrence, I ordered my usual Grande Americano with just a small amount of room left for cream. The barista… Read More