Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Aug
25
News
Virginia Umlor Joins Legacy Trust as Accounting Associate
In her new role with the Grand Rapids investment and wealth-management services provider, Umlor is responsible for the administration of all accounting based activity for the corporation and family office clients. She… Read More
Aug
11
News
Carl Erickson Joins the Legacy Trust Board of Directors
Carl Erickson, CEO of Atomic Object, has joined the board of directors for Legacy Trust and the Legacy Trust Holding Co. Erickson brings more than two decades of leadership and management experience… Read More
Aug
4
Perspectives
Using the Value in Life Insurance Policies to Manage Retirement Risk
For anyone who relies on an investment portfolio for a significant amount of their retirement income, volatility control is critical to ensuring that the portfolio will survive a long retirement. On average,… Read More
Jul
29
News
C-Connect: A New Online System for Clients
We are excited to announce a new online system for our clients. To keep pace with your expectations, Legacy Trust is offering a new web experience called C-Connect. This web-based solution is… Read More