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
As we settle into the calm following the Christmas celebrations, it’s an opportune moment to reflect on the extraordinary activity within the travel industry. This past year, particularly the holiday season, has marked a pivotal moment in the travel sector’s
The era of low rates ended in March 2022 when the Federal Reserve started the most aggressive rate-hiking campaign in a generation, lifting their policy rate 11 times from near zero to a range of 5.25% – 5.50% in July
In an era where our lives are increasingly intertwined with the digital world, the importance of cybersecurity cannot be overstated. Identity theft, a prevalent and evolving cybercrime, poses a significant threat to individuals, potentially causing financial, emotional, and reputational harm.
Are you curious about how the market has performed throughout 2023? Do you want insight into what trends our team is watching as we transition into 2024? Look no further than Legacy Private Trust Company’s December 2023 Market Update. Join
On December 29, 2022, the President signed into law the Consolidated Appropriations Act, 2023, the omnibus spending bill for the year. It includes a number of taxpayer-friendly changes that had been in various other bills before Congress. The changes together
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 landscape of federal estate and gift taxes is set for a significant update in 2024. These changes, primarily driven by inflation adjustments, are crucial for individuals and estate planners to understand. The modifications affect the gift tax annual exclusion
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
The world of estate planning is witnessing significant changes as the federal estate tax exemption amount rises in 2024. This increase, driven by annual inflation adjustments, presents opportunities and challenges for wealthy taxpayers and their heirs. Understanding these changes is
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