7 Essential Documents for Proper Estate Planning
A surprising number of people have not yet attended to their estate planning. Perhaps this is because estate planning has become much more complicated in recent years, even though the burden of taxes at death has declined. Estate planning now usually covers medical and financial decisions before the end of life, as well as after […]
Was Inflation Transitory After All?
In an increasingly data-driven world, the investment team at Legacy realized that, through charts and graphs, we would be able to convey information more quickly and effectively. Charts also allow us to share larger sets of data with our audience, display trends and changes over time, and convey relationships between multiple data sets. For these […]
Laurene Brooks joined Legacy in 2004, shortly after the company’s inception. She earned undergraduate degrees in journalism and Spanish, and her Juris Doctor (JD) designation from Marquette University. Laurene has over 30 years of experience in law and relationship management. In addition to assisting clients with financial management and estate planning, Laurene is Legacy’s senior fiduciary officer. In addition, she was a member of the Real Property, Probate, and Trust Division of the Wisconsin State Bar for 10 years and served as chair.
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