Archive: eFocus @ Legacy

January 31, 2018 | eFocus @ Legacy

Advice for this Year’s Tax Reform

By: Kathleen A. Brost, Trust and Financial Advisor, Legacy Private Trust Company January is a great time to take stock of where you currently are from a financial, tax, and estate plan perspective. With the new tax reform bill officially signed into law, this is especially good advice this year. Here are five things to do […]

November 16, 2017 | eFocus @ Legacy

Cybersecurity Awareness

By Ranee H. Bahn, Audit and Compliance Officer, Legacy Private Trust Company October was National Cybersecurity Awareness Month. In this spirit, want to share with you some of the ways Legacy protects client data and provide helpful tips that you can use at home to protect your private information. Over the past 18 months, our […]

July 20, 2017 | eFocus @ Legacy

Another Exciting Year of Growth

By Michael B. Mahlik, President, Legacy Private Trust Company The last time I penned an article for this publication, Legacy was celebrating its tenth anniversary of helping families with their wealth management needs. It was titled, “Like the finer things in life, we are even better with age.” Now in our 15th year of operation, […]

April 15, 2017 | eFocus @ Legacy

First Quarter Results: The Bull Marches On

Authored by David R. Schedler, VP, Senior Investment Advisor. As March sauntered out like a lamb, we marked the eight-year anniversary of a bull market that started in March 2009. For reference, the definition of a bull market is a sustained period of rising stock prices producing a gain of 20% or more that follows a […]

January 19, 2017 | eFocus @ Legacy

2017: A Good Year to Review Beneficiary Designations

Authored by: Brenton D. Teeling, Vice President of Client Services and Administration. In our business, one of the most important estate planning strategies is maintaining proper beneficiary designations. There are many variables to consider when naming beneficiaries: the type of account (trust, retirement, or insurance, to name just a few); goals regarding future distributions; and […]