Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
22
Robo-Advisor Redux
Last year at this time, I wrote a short blog titled “The Robot will see you now!” The critical point I was trying to make is that while technology-centered robo-advisor platforms are… Read More
Dec
21
Giving Back
We believe in giving back to our local community. As a business, we recognize we have a social responsibility to support non-profit organizations in West Michigan. Our contributions and volunteer efforts help… Read More
Dec
15
Red Tape is a Good Thing … When It’s on the Corporate Trustee of Your Trust
Did you hear the story about the guy who was appointed the trustee of a woman’s trust and he totally took advantage of her and stole all her money? Or the one… Read More
Dec
14
Carl Jandernoa Joins the Legacy Trust Board of Directors
Carl Jandernoa, vice president of 42 North Partners, has joined the board of directors for Legacy Trust and Legacy Trust Holding Company. Jandernoa brings more than 15 years of executive and leadership… Read More