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

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

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

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.