Advice for this Year’s Tax Reform

By: Kathleen A. Brost, Trust and Financial Advisor, Legacy Private Trust Company January is a great time to take stock of where you currently are from a financial, tax, and estate plan perspective. With the new tax reform bill officially signed into law, this is especially good advice this year. Here are five things to do […]

The Tortoise and the Hare

As the curtain descends on an eventful 2017, the spotlight shifts to a new year. The first act looks promising, as the economy is entering 2018 with considerable momentum. Consumers reopened their wallets and purses during the winter months after taking a breather in the third quarter. Households struck a festive chord in November and […]