2017 marks the 13th anniversary of the formation of Legacy Trust.  As we begin this year I wanted to offer that number in quick financial/life tips and ideas to hopefully provoke some… Read More

Do you own your own business?  Do you work in a field where you are at a high risk of being sued (ex. doctors, nurses, lawyers)?  Do you worry about protecting your… Read More

My name is Tracey Hornbeck and I joined Legacy Trust just 8 weeks ago as Chief Operating Officer and CFO. After 20 years in the industry with a larger institution, it was… Read More

Last December, my wife presented me with a Shinola watch for my birthday.  I wasn’t that familiar with Shinola other than knowing the company was based in Detroit.   I was initially drawn… Read More

If there’s one thing this election year should have taught us by now, it’s to expect the unexpected.  On November 8, Donald Trump again defied expectations and was elected as the next… Read More

I’m not sure how much you know about the ABLE act, but in case you didn’t read my last blog, the ABLE act allows an individual with a disability to create a… Read More

Mark Periard and Jessica Schilling discuss the use of wills and trusts in the estate planning process.

I can feel it as if I was about to relive it.  My shoulders begin to tighten, my feet and mind move a bit faster.  I race through the parking lot to… Read More

Tom Blower and Brian Balke provide insight and perspective into our holistic, client-centered approach.   [vc_video title=”” link=”https://vimeo.com/185533381″]

Isn’t it crazy how time flies? It seems as though we were just gearing up for Memorial Day weekend and heading out to Lake Michigan to soak up the summer sun. Unfortunately,… Read More