Elder financial abuse is a crucial issue that requires our undivided attention, especially in a world where financial transactions have become more complex and varied. At Legacy Private Trust Company, we understand the importance of safeguarding the financial well-being of
As the tax season approaches, it’s important for individuals and businesses alike to stay informed about the distribution deadlines for various tax forms. While many are accustomed to expecting all their tax documents by the end of January, it’s crucial
Understanding Required Minimum Distributions (RMDs) is crucial for any individual with a traditional Individual Retirement Account (IRA). It’s not just about compliance but also about optimizing your financial planning and ensuring a smooth transfer of assets. In this guide, we’ll
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
In philanthropy and financial planning, the concept of charitable gift annuities (CGA) has garnered increasing attention. As a trusted resource in wealth management and estate planning, Legacy Private Trust Company seeks to demystify this trend and offer insights into how
Financial planning emerges as a cornerstone for achieving success and stability in the dynamic world of private business ownership. This process is more than a mere fiscal exercise; it’s a comprehensive strategy that shapes the trajectory of both your business
Charitable giving is a noble gesture, reflecting a commitment to social responsibility and community support. For savvy investors and philanthropists, the donation method can significantly impact the beneficiary and the donor’s financial landscape. Stock donations, particularly appreciated securities, emerge as
The landscape of retirement planning has entered a new era with the introduction of the SECURE 2.0 Act, bringing with it a suite of changes that have caused confusion and concern, particularly regarding the catch-up contributions for 401(k) plan participants.
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
©2024 Legacy Private Trust Company. All Rights Reserved.
