Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jan
16
News
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
Jan
16
Perspectives
Planning Implications Of The SECURE Act
Planning Implications of the SECURE Act On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law, creating sweeping changes to… Read More
Dec
23
In The Community
Legacy Trust Staff Adopts-A-Family This Holiday Season
The staff at Legacy Trust participated in the Adopt-A-Family program through Arbor Circle to help brighten the Holiday Season for a local family.
Dec
19
News
Brian Balke Featured On Fox17 – Tips For Getting The Most Of Your Tax Refund Before You File
Full Interview –> Tips for getting the most of your tax refund before you file