Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
9
Perspectives
The Robot will see you now!
The evolution of technology over the past decade is drastically changing the landscape for advice-centered businesses. Just look at how Travelocity has displaced the experienced travel agent and Zillow is fast becoming… Read More
Dec
4
Perspectives
Putting It All Together
I have been with Legacy Trust now for just over two years and thought I would share some of what I have learned. I have had a couple different roles since starting…. Read More
Nov
20
Perspectives
One Man’s View on Money
When it comes to wealth planning, it is easy for some of us to become consumed with the preservation and accumulation of assets, rates of return and cash flows. We perceive the… Read More
Nov
12
Perspectives
Important Considerations for a Trustee
It seems that I have had an unusually large number of conversations recently about how to choose a trustee for a trust. Therefore, I felt this might be a good time to… Read More