Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Nov
12
Perspectives
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
Perspectives
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
Oct
23
Perspectives
Don’t Overlook This Tax Saving Opportunity
Twice in the past several weeks I have encountered a tax planning opportunity that was missed by families caring for a parent with diminished mental ability or confronting other life changes. In… Read More
Oct
14
Perspectives
Active vs. Passive Investing
It seems like all we hear about today from the Wall Street Journal, Bloomberg, and other market media outlets is the attack on active management and the support for passive management (indexing)…. Read More