May is National Elder Law Month, a time to raise awareness and educate ourselves about the critical issues affecting our senior population. Elder financial abuse is one of these pressing concerns, especially in a world where financial transactions have become
Estate planning is essential to ensure your assets are distributed according to your wishes. However, like bread can become stale over time, your estate planning documents may also lose relevance and accuracy. At Legacy Private Trust Company, we emphasize 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
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
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