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
Dealing with sudden spousal loss is a prospect most of us find challenging to confront. However, statistics gleaned from the U.S. Census data bring to light a harsh reality: a majority of married women will likely face this type of
As businesses flourish, owners may find themselves swamped under an increasing workload. If your growing business remains a solo operation, you may soon juggle more tasks than feasible within your working day. Many small business owners instinctively turn to family
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
The United States Internal Revenue Service (IRS) recently announced a significant shift towards paperless processing of tax returns by 2025, marking a crucial step towards efficiency and environmental sustainability. This initiative, unveiled by Treasury Secretary Janet Yellen on August 2,
Managing personal finances can be complex, with multiple components that must be effectively addressed. At Legacy Private Trust Company, we recommend a systematic, holistic approach to sound financial management. Here are six critical steps to guide you through the process.
The Internal Revenue Service (IRS) recently released Revenue Ruling 2023-2 for inheritance, creating waves among investors and advisors. This ruling affects estate planning, significantly impacting those using irrevocable trusts in their wealth management. IRS’s Stealth Shift In March 2023, the
Contrary to revised expectations – and robust economic data – the business cycle has not been repealed. Yes, Virginia, a recession may be coming. But, like waiting for Godot, it is taking an awfully long time to arrive. If and
In an age where technological innovation and digital connectivity continually intersect, the financial sector stands on the precipice of a game-changing transformation. A crucial part of this profound revolution is the burgeoning Internet of Things (IoT), a term that is
Identity theft continues to be one of the fastest-growing crimes in the United States. Recent reports from the Bureau of Justice Statistics alarmingly indicate that approximately 10% of Americans over the age of 16 fell victim to identity theft just
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