The holiday shopping season has officially kicked off, and a less festive Santa than we have seen in recent years will likely be coming down the chimney. For sure, the nation’s collective stockings will not be filled with coal, but
For many women, wealth signifies much more than financial independence. It represents an opportunity to forge a lasting legacy that resonates deeply with personal values and visions for the future. In an era where women increasingly play pivotal roles in
Cryptocurrency has emerged as a notable player in the investment world, offering unique opportunities for investors. However, its novelty also brings unfamiliar tax obligations. The evolving nature of cryptocurrency and its recognition as an asset by various tax authorities, including
Legacy Private Trust Company presents an overview of the Internal Revenue Service’s recently announced inflation adjustments. These adjustments, detailed in Revenue Procedure 2023-34, are crucial for taxpayers preparing for the 2024 tax year. Here’s what you need to know about
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
In today’s world, aligning one’s values with charitable actions is fulfilling and can provide significant tax benefits. Legacy Private Trust Company offers a comprehensive guide for understanding and maximizing tax deductions through charitable donations. This guide aims to help individuals
Creating a will is an essential responsibility for individuals with assets, as it clearly outlines how their estate should be distributed after their passing. The role of a will goes beyond merely drafting it; it is also crucial to ensure
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
In the digitally interconnected world of today, personal mobile devices such as cell phones, tablets, and smartwatches have become indispensable tools in our daily lives. These devices hold a treasure trove of personal information, from contacts and messages to financial
Various federal tax credits and incentives have considerably influenced the rapid evolution of the electric vehicle (EV) market. As we delve into 2023, significant changes have emerged to the federal tax credit policies governing EVs. These modifications present both opportunities
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