When the IRS “Likes” Your Facebook Update
On my drive back home the other day I was listening to NPR’s Marketplace. They had a segment titled “When the IRS ‘likes’ your Facebook update.” The segment talked about how the agency is using [...]
On my drive back home the other day I was listening to NPR’s Marketplace. They had a segment titled “When the IRS ‘likes’ your Facebook update.” The segment talked about how the agency is using [...]
Last time we visited Family Promise, we learned more about the organization and got to take a peek into what an average day may look like for the families that are helped. We were told about a [...]
For Immediate Release Contact: Bill Walker Legacy Trust, 616.454.2852 or Mary Ann Sabo Sabo Public Relations, 616.485.1432 Tom Werkman Joins Legacy Trust as Chief Operating Officer Grand Rapids, [...]
During “tax season”, I spend a lot of time talking with clients and tax preparers about, as you might expect, income taxes. This often includes strategizing about how to reduce them in the [...]
When I was nine or ten years old, my grandfather taught me how to play poker. He brought out his loose change jar and counted out twenty five pennies for each of us, and walked me through a [...]
Planning for retirement is something that most people put off until it is too late to have much impact. The unfortunate fact is that most of us will spend more time planning one vacation than [...]
At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.
This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.
Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.
Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.
Why we collect information – We collect information about you to:
We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:
We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.
Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:
We do not share your information with third parties for marketing purposes. We do not sell your information.
Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.
Important Information About Procedures For Opening A New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.
We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.
Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.
Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852
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