Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Apr
9
News
Congratulations
At Legacy Trust, one of our core values is commitment to our community. We would like to recognize three of our board members for their continued leadership not only in their respective… Read More
Apr
7
Perspectives
The Short Road to Profits
My favorite way to pass the time on my daily commute between my home in Lowell and our office downtown is to listen to podcasts as I drive. One of the best… Read More
Mar
24
Perspectives
From Shirt Tails to Shirt Tails . . . What Will Your Kids Do When They Get Their Inheritance?
In my time as an estate planning attorney I met people of all backgrounds and with various levels of wealth. One client that I remember well was an older woman who was… Read More
Mar
17
Perspectives
Retirement Savings Burden of High Wage Earners
Given the experience that I have had working with high wage earners, I have uncovered a less discussed truth: they have a difficult task in order to continue their lifestyle throughout retirement…. Read More