Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
May
20
Perspectives
Who Moved The Finish Line? Baby Boomers and Retirement
The baby boomer generation defies any simple description, except to say that it includes the massive number of people born after World War II, between 1946 and 1964, about 25% of the… Read More
May
14
Perspectives
Putting Investors First
More than five years later, the 2008 global financial crisis continues to have long-lasting consequences. One unsurprising side effect of the crisis is that it has led to increased public cynicism about… Read More
May
6
Perspectives
Special Needs Trusts – A Personal Perspective
My wife Deborah and I are the parents of a special needs child. Lillian, our only child, was born with significant physical and mental limitations and we have devoted our lives to… Read More
Apr
24
Perspectives
When the IRS “Likes” Your Facebook Update
On my drive back home the other day I was listening to NPR’s Marketplace. They had a segment titled “When the IRS ‘likes’ your Facebook update.” The segment talked about how the… Read More