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
Legacy Private Trust Company is committed to safeguarding the financial well-being of families, especially during grief and their most vulnerable moments. It is with this commitment in mind that we wish to highlight a recent advisory from the Federal Trade
In the landscape of personal finance and investment, the quest for frequent-flyer status can spark significant discord among couples. Often viewed as a symbol of an exclusive club, this status can require a hefty financial and time investment, sometimes leading
The Masters golf tournament and the realm of successful investing, though seemingly disparate, are interconnected by their rich traditions. These traditions endure over time and encapsulate a blend of skill, strategy, and patience—key ingredients for success in both fields. The
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
Author: Kathy Brost, Trust and Financial Planning Officer Estate planning stands as a cornerstone of responsible financial management, ensuring that your legacy is preserved and distributed according to your wishes. Despite its significance, many individuals delay or neglect this crucial
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
Over long time periods, sector performance is largely driven by the overall state of the economy, underlying corporate earnings, current and predicted interest rates, geopolitical events and inflation, among other factors. Reviewing the sector performance for the month of March
Author: Olivia Shoberg, Marketing Coordinator As the shadow of the moon sweeps across the United States, creating a path of totality for a rare total solar eclipse visible in thirteen states, it heralds not just an astronomical spectacle but an
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
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