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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 [...]

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!

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!   

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 [...]

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:

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 [...]

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.  [...]

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 [...]

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 [...]

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, [...]