Trusts, such as a family trust or a charitable trust, are powerful tools in estate planning. However, their practicality can diminish over time, especially if the assets of small trusts have dwindled to a size where the costs of maintaining
As time passes, your life circumstances change, often in ways that can significantly affect your financial planning and security. This is especially true for life insurance, a critical component of many financial strategies. Whether you purchased your policy years ago
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
Estate planning is vital to financial wellness, but as your life evolves, so should your plans. Many individuals start with a modest estate and simple plan, but as time passes and their circumstances change, they may find that what worked
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
When it comes to estate planning or managing trust documents, there’s a vital component that often gets overlooked: the obvious. Getting caught up in the complexities of tax laws, investment strategies, and legal jargon is easy. However, failing to recognize
Has the Fed thrown in the towel? That’s the question investors are grappling with and those who think they know the answer are deceiving themselves. At the start of the year, the odds-on bet was that the central bank was
At Legacy Private Trust Company, understanding our history is crucial to appreciating the values and achievements that define who we are today. Sharing our historic milestones reflects our journey of growth and success and reinforces the trust and relationships we
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
For many entrepreneurs, the business they’ve built is not just a source of income but a part of the family’s legacy. It embodies hard work, dreams, and the hope for prosperity to be passed down through generations. Yet, an often-overlooked
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