Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Mar
18
Comprehensive Retirement Planning
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
Mar
13
Legacy Trust’s Response to COVID-19 and Our Commitment to You
On March 10, 2020, Michigan Governor Gretchen Whitmer announced that two confirmed cases of the novel coronavirus (COVID-19) have been identified in Oakland and Wayne counties. As the virus continues to spread… Read More
Feb
11
Happy Birthday 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
Get Your Finances In Shape for 2020
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