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Planning Implications Of The SECURE Act
Planning Implications of the SECURE Act On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law, creating sweeping changes to… Read More
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Saving for the Future: Education
Being a new parent is overwhelming. While you’re biologically wired to focus on keeping your baby happy and healthy in the current moment, it’s important to start thinking ahead. Saving for college… Read More
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Can We Talk?
CAN WE TALK? A smart and simple way to address the details in estate planning Is there any better way to spend the holidays than with family? For some, it may… Read More
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Pets of Legacy Trust
In honor of the wonderful animals in our lives, we are sharing a photo album of Legacy Trust members and their beloved pets: … Read More
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The Dog Days of Saving
As the summer winds down, we approach what many of us in Michigan call “the dog days of summer.” A time to bask in the warm sunshine, reflect on the summer activities… Read More
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The Importance of Perspective
The market has had an interesting couple of days recently, to say the least. It reminds me of the song Spinning Wheel from Blood Sweat and Tears (you can find the song… Read More
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From Art Form to Science: The Beginnings of Modern Insurance
In the mid-1700s, two ministers of the Church of Scotland caused a major change within their church community; the impact of which still reverberates even today. The two men did not create… Read More
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Helping Clients Help Themselves
How much do I need to have saved to comfortably retire? What could I do right now to increase my chance of a successful retirement? If I die tomorrow, what kind of… Read More
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Commodities and Gold
With the recent trend of political turmoil boiling over into our everyday lives and the increasing threat of inflation withering away at the purchasing power of our dollar, gold has become a… Read More
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Fiduciary Standard Update
In April, 2016, the Department of Labor (DOL) issued a long-awaited rule that would hold brokers and investment advisors to a “fiduciary standard” for the investment of IRA and 401(k) accounts. The… Read More