Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Mar
8
Perspectives
Fido Gets The Family Fortune – Are Pet Trusts For Real?
I’m sure you’ve heard the stories or have seen the headlines about the eccentric multi-millionaire that left their $13M fortune to their beloved cat Tommaso or the three Texas pups set to… Read More
Mar
1
Perspectives
It Is Prime Phishing Season
Around tax time each year we are reminded about how critical it is to be vigilant in protecting confidential personal information. As mentioned in a release from the IRS (see the link… Read More
Feb
23
Perspectives
Lemonade Out Of Lemons
With the recent decline in the equity market, the time is ripe to discuss how to take this opportunity to turn a “lemon into lemonade”. Nobody likes seeing a decrease in their… Read More
Jan
19
Perspectives
Know Where You Stand in 2016
As we begin 2016, you will undoubtedly see many publications on the internet, in the news, in the paper and so forth talking about how to get your finances in order for… Read More