Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Feb
8
Perspectives
Fiduciary Standard Update
In April, 2016, the Department of Labor (DOL) issued a long-awaited rule that would hold brokers and investment advisors to a “fiduciary standard” for the investment of IRA and 401(k) accounts. The… Read More
Jan
31
Perspectives
Legacy Trust Celebrates 13th Anniversary
2017 marks the 13th anniversary of the formation of Legacy Trust. As we begin this year I wanted to offer that number in quick financial/life tips and ideas to hopefully provoke some… Read More
Jan
11
News
Tracey Hornbeck Joins Legacy Trust
Experienced financial services leader and CFO Tracey Hornbeck has joined Legacy Trust as chief financial officer and chief operating officer. In her new role with the Grand Rapids investment and wealth-management services… Read More
Dec
27
Perspectives
New Michigan Law Allows You To CYA – Cover Your Assets From The Reach Of Creditors (With Some Exceptions, Of Course)
Do you own your own business? Do you work in a field where you are at a high risk of being sued (ex. doctors, nurses, lawyers)? Do you worry about protecting your… Read More