Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jul
9
Perspectives
Funding Your Trust
What belongs in your revocable trust – and what doesn’t? Brian Balke, Senior Portfolio Manager and Wealth Advisor and Kelly DeRidder, Senior Wealth Advisor, share key insights to help you determine which… Read More
Jul
9
Market Snapshots
2026.07.08 Market Snapshot
Your daily look at key performers in the marketplace.
Jul
8
Market Snapshots
2026.07.07 Market Snapshot
Your daily look at key performers in the marketplace.
Jul
7
News
Hope Lee joins Legacy Trust
Please join us in welcoming Hope Lee to the Legacy Trust team as a Senior Client Service Associate. Hope brings valuable experience and a strong commitment to client service, and we are… Read More