Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
4
Putting It All Together
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
One Man’s View on Money
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
Important Considerations for a Trustee
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
The Changing World of Payments
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