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Author Archive for: "legacy.trust"
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By Legacy Trust
In Perspectives
Posted January 18, 2021

2021 Wealth Planning Considerations

We missed meeting with many of you in person, whether as clients or advisors of families we serve during this pandemic.  When the weather was warmer, we were able to hold some outdoor in person [...]

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By Legacy Trust
In News
Posted December 22, 2020

Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders

Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders. Congratulations to Tracey Hornbeck, Steve Heacock and Carl Erickson!

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By Legacy Trust
In In The Community
Posted December 22, 2020

Legacy Trust Staff Collects Food For Feeding America Of West Michigan

Over the month of December, the Legacy Trust staff collected various items to donate to the Feeding America of West Michigan. A big thank you to Randii and Spencer for dropping off all of the items!   

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By Legacy Trust
In News
Posted December 4, 2020

Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner

Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner Laina Mills, CFA, CFP, will be inducted into the 2021 class of recipients this December GRAND [...]

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By Legacy Trust
In In The Community
Posted October 28, 2020

Legacy Trust Family Outing At John Ball Zoo

Our annual holiday party looked a little different this year as we opted for a family friendly evening at John Ball Zoo. Below are a few pictures from the evening:

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By Legacy Trust
In In The Community
Posted October 27, 2020

Legacy Trust Sponsors Inaugural WMSC Golf Outing

Legacy Trust sponsored and participated in the Inaugural West Michigan Sports Commission Golf Outing on October 12th at Thousand Oaks Golf Course. Here are a few pictures from the outing: A big [...]

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By Legacy Trust
In News
Posted April 7, 2020

COVID-19 Stimulus Summary

How Do The COVID-19 Stimulus Packages Impact You and Your Family These are unprecedented times for the world and unprecedented times call for unprecedented action from our elected officials.  [...]

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By Legacy Trust
In News
Posted March 13, 2020

Legacy Trust’s Response to COVID-19 and Our Commitment to You

On March 10, 2020, Michigan Governor Gretchen Whitmer announced that two confirmed cases of the novel coronavirus (COVID-19) have been identified in Oakland and Wayne counties. As the virus [...]

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By Legacy Trust
In News
Posted February 11, 2020

Happy Birthday Legacy Trust!

February 2020 marks Legacy Trust’s 16th birthday.  It is a time to celebrate how far we have come and continue to chart our course for the future. A heartfelt thanks to our clients and friends [...]

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By Legacy Trust
In News
Posted January 16, 2020

Get Your Finances In Shape for 2020

Estate planning is not “one and done.” Periodically, reviewing your will, trust, patient advocate, and power of attorney documents is extremely important.  Changes to your family dynamics, [...]

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Recent Posts
  • 2021 Wealth Planning Considerations
    January 18, 2021
  • Welcome 2021 – A Message from President & CEO, Tracey Hornbeck
    January 13, 2021
  • Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders
    December 22, 2020
  • Legacy Trust Staff Collects Food For Feeding America Of West Michigan
    December 22, 2020
Privacy Policy | USA PATRIOT Act

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©2019 Legacy Trust
Legacy Trust and Your Right to Financial Privacy

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:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

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:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

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:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

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.

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USA PATRIOT Act

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.

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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.

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Warning!

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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The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust

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To our valued clients and friends,
Legacy Trust is here to serve you. Our advisors can be reached via their direct phone lines or through email.
Additionally, we are receiving incoming phone calls to our main office number at 616-454-2852 on weekdays between 9:00 a.m. - 4:00 p.m. Call to schedule an appointment.