Looking back to this time last year, we were in the office preparing for in-person meetings, events and presentations. Little did we know what was ahead for us in 2020. What a… Read More

For our purposes, Capital Adequacy is a very simple concept to understand: will I have enough money to meet my lifestyle expenses?  On a smaller scale, you have been doing this math… Read More

At Legacy Trust, we have been contemplating the retirement planning advice that we have provided clients over the years.  This reflection has made us proud to have helped so many of our… Read More

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

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

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

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

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

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