Insights

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

Mar

18

Perspectives

Comprehensive Retirement Planning

By Brian Moore

At Legacy Trust, we have been contemplating the retirement planning advice that we have provided clients over the years.  This reflection has made us proud to have helped so many of our… Read More

Feb

11

News

Happy Birthday Legacy Trust!

By Legacy Trust

February 2020 marks Legacy Trust’s 16th birthday.  It is a time to celebrate how far we have come and continue to chart our course for the future. A heartfelt thanks to our… Read More

Jan

16

News

Get Your Finances In Shape for 2020

By Legacy Trust

Estate planning is not “one and done.” Periodically, reviewing your will, trust, patient advocate, and power of attorney documents is extremely important.  Changes to your family dynamics, wealth, assets, health and personal… Read More