Archive: eFocus @ Legacy

October 23, 2018 | eFocus @ Legacy

Three Questions

By: Kathy Brost, Trust and Financial Advisor, Legacy Private Trust Company I talk to a lot of people about what they want to do with their lives. For those who are still working, it usually becomes a discussion of what they want to do when they retire. My friends, our clients, my family—people in their […]

July 23, 2018 | eFocus @ Legacy

When Seconds Count: Why it’s important to name a contingent beneficiary

By: Kathy A. Brost, Trust and Financial Advisor, Legacy Private Trust Company I always recommend that you name at least two beneficiaries for your accounts, and it’s particularly important for IRAs and retirement plans. Generally, IRA owners assume they can name their children or another contingent beneficiary at a later date if something happens to […]

April 25, 2018 | eFocus @ Legacy

Navigating Rough Waters

By: Gregory S. Hansen, Vice President and Senior Portfolio Manager, Legacy Private Trust Company A few months ago, I was on vacation with my family on the north shore of Oahu—an area known for its big wave surfing. I had tuned out from the headlines (the markets were closed that day) when I had an […]

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 […]