Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
May
19
Perspectives
Cash Flow Planning: Will Your Inflows Support Your Outflows?
At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years. The husband was planning on retiring in the next few… Read More
May
7
Perspectives
What is a Supplemental Needs Trust? Do I Need One?
Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life… Read More
Apr
28
Perspectives
Working Together to Coordinate Your Advisor Team
I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More
Apr
22
Perspectives
Are Your Heirs Prepared to Receive Your Wealth?
If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs: Five Steps to a Successful Transition of Wealth and Values”, by… Read More