Tax credits play a pivotal role in the landscape of entrepreneurship, particularly for small business owners who consider their employees to be invaluable assets that are central to the organization’s success and cultural fabric. The pursuit of workforce diversity and
For parents who have painstakingly accumulated substantial assets, such as a real estate portfolio, the challenge often lies in ensuring that their children manage their inheritances responsibly. This concern is particularly acute when an heir has shown a tendency towards
As we approach the end of 2023, we must prepare for the upcoming year by securing our financial health. The experts at Legacy Private Trust Company have compiled a comprehensive checklist for year-end financial planning, ensuring you enter the new
Black Friday, known for its unbeatable sales and deals, has become an iconic day in the consumer calendar. It’s a time when retailers offer substantial discounts, attracting millions of shoppers eager to snag the best deals for their holiday shopping.
In the evolving landscape of charitable giving in the United States, a recent study sheds light on how couples decide on their philanthropic contributions. While the majority of American couples still make these decisions collaboratively, there is a noticeable shift
In the complex and ever-evolving landscape of financial services, the integrity and legality of documents are paramount. One often under-recognized yet critical aspect that ensures these documents’ legal veracity is the Notary Public’s role. These licensed professionals act as impartial
In personal finance and health care management, understanding and utilizing a Health Savings Account (HSA) is crucial for those seeking to minimize their health-related expenses while simultaneously optimizing their tax savings. This article aims to provide a comprehensive overview of
Capital gains taxes are often perceived as a complicated construct primarily affecting financial moguls and Wall Street elites. However, the truth is far from it. The nuances of capital gains taxes permeate the lives of everyday investors and homeowners alike.
In today’s competitive landscape, understanding and leveraging deferred compensation plans is crucial for high-earning professionals. These plans not only offer attractive benefits for employees but also serve as a strategic tool for companies to retain top talent. In this guide,
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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