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, [...]
The staff at Legacy Trust participated in the Adopt-A-Family program through Arbor Circle to help brighten the Holiday Season for a local family.
Full Interview –> Tips for getting the most of your tax refund before you file
Taking a Moment to Be Thankful As we spend time with family and friends over the holidays, I wanted to take a moment to celebrate and thank our Legacy Trust family of clients, employees and [...]
Brian Balke discusses Financial Planning for Families on Fox 17. Watch Full Interview –> Financial Planning for Families
Legacy’s Chief Investment Officer, Laina Mills, recently joined a Legacy Trust Board Member, Charlie Secchia, on the Downtown Market Education Foundation board. Their third annual fundraiser, [...]
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
The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust
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To our valued clients and friends,
The Legacy Trust office is now closed to foot traffic but we are still here to serve you. Our advisors can be reached via their direct phone lines or through email. We also have arranged to receive incoming phone calls to our main office number on weekdays between 9:00 a.m. - 4:00 p.m., and we will also be monitoring postal service deliveries. Please be safe during this health emergency and reach out to us as needed in the days ahead. |