Check out our top blog posts from July 2023! Click the links below to read any of the articles you may have missed:
Cybersecurity is a priority for every financial institution in an increasingly digital world.
Click here to read the full article.
The Impact Of Global Millionaire Migration: 2023 Trends And Projections
Despite a noticeable outflow of millionaires from the United States, an even more significant number appear eager to establish residence within its borders.
Click here to read the full article.
Decoding Cybersecurity: The Essential MAP Guide To Ransomware Response For Businesses
In an increasingly digital world, the risk of cyber threats has become unavoidable for businesses of all sizes.
Click here to read the full article.

Navigating The Implication Of IRS Revenue Ruling 2023-2 For Inheritance
The Internal Revenue Service (IRS) recently released Revenue Ruling 2023-2 for inheritance, creating waves among investors and advisors.
Click here to read the full article.
If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice.