Archive: eFocus @ Legacy

April 19, 2021 | eFocus @ Legacy

Potential Estate Planning Pitfalls Under Biden Administration’s Legislative Agenda

Potential Estate Planning Pitfalls Under Biden Administration’s Legislative Agenda By: Susan M. Hickey, Vice President & Senior Trust and Financial Advisor While most of us are familiar with the phrase “nothing is certain except death and taxes,” it appears that a changing tax code with each new presidential administration is, if not a certainty, at […]

February 19, 2021 | eFocus @ Legacy

The Short Road Back

It has been almost a year since large swaths of the global economy were shut down, without warning, in an attempt to slow the spread of the coronavirus.  Overnight, a vibrant economy was reduced to a shadow of its former self – unemployment soared, spending declined dramatically, and the stock and bond markets reacted to […]

January 20, 2021 | eFocus @ Legacy

Legacy’s 2021 Market and Economic Discussion

Legacy’s investment team convened as a panel to discuss common concerns held by clients, answer questions, and provide an overview of three different sectors: the economy, the market, and politics. Play the video below to view the presentation. If you are a Legacy client and have questions or concerns, please do not hesitate to contact […]

December 03, 2020 | eFocus @ Legacy

Don’t Let the Tax Grinch Steal Christmas

Don’t Let the Tax Grinch Steal Christmas It is that time of the year again when children make their holiday gift lists, families get together to celebrate, and mutual funds pay out their capital gain distributions to unsuspecting shareholders.  While some of those time-honored traditions may be different this year, one that will remain is […]

November 23, 2020 | eFocus @ Legacy

Ten Considerations for Year-End Financial Planning

Ten Considerations for Year-End Financial Planning Here are ten valuable planning tips to consider before the end of the year so that you head into 2021 feeling confident about your overall financial health. 1) Understand the Potential Tax Impact of a Biden Presidency. Eventually, the election results will be final and, assuming a Biden victory, […]