Brian Balke Vice President, Wealth Advisor
Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. Links in a post are provided as a convenience and does not imply any investigation or endorsement of the site.
Brian Balke Vice President, Wealth Advisor
Have you ever thought about the investment value of your Social Security benefits? In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter [...]
Every year, food pantries across Michigan are fully stocked in the winter months thanks to generous holiday donations—but when summer comes, donations drop dramatically and pantry shelves become [...]
At Legacy Trust, we focus on three things – you, your family, and the generations that follow. It’s our mission to create lasting legacies by providing trusted advice and support that reduces the [...]
At Legacy Trust, we talk a lot about ‘answers for life.’ But what does that mean? It means we’re here to give our clients the confidence they need through life transitions that are filled with [...]
Looking back to this time last year, we were in the office preparing for in-person meetings, events and presentations. Little did we know what was ahead for us in 2020. What a year! The last 12 [...]
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 [...]
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 [...]
For our purposes, Capital Adequacy is a very simple concept to understand: will I have enough money to meet my lifestyle expenses? On a smaller scale, you have been doing this math your entire [...]
To our valued clients and friends, The recent events related to the COVID-19 pandemic have been swift and extraordinary. On March 23, Governor Gretchen Whitmer issued Executive Order 2020-21, [...]
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 [...]
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
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, [...]
Legacy Trust Grows Team, Adds Research Associate Former Citigroup associate joins West Michigan organization GRAND RAPIDS, Mich. (Oct. 10, 2019) – Grand Rapids based Legacy Trust today announced [...]
Legacy Trust was named one of “West Michigan’s 101 Best & Brightest Companies To Work For” for the second consecutive year. I am incredibly proud of our team and the care they show to our [...]
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Legacy Trust was proud to be a part of the 2019 WomanUp & Celebrate Event by Michigan Women Forward. Congratulations to Meg Goebel and India Manns who were honored as women of achievement and [...]
Congratulations to all the winners and finalists from this year’s Top Women Owned Businesses in West MI. It was an honor to serve on the CEO panel along with Tina Freese Deck, Meredith Bronk and [...]
In the News: Laina Mills, Chief Investment Officer at Legacy Trust, was asked by WoodTV8 to discuss the Dow as it plunges more than one thousand points in two days. Click To Watch Full [...]
Tracey Hornbeck, President and CEO, spoke with MI Biz regarding a recent opportunity to expand the staff at Legacy Trust. View the full article here: Legacy Trust capitalizes on opportunity to [...]
In the News: Laina Mills, Senior Vice President and Chief Investment Officer, was asked by WoodTV8 to comment on the emerging data privacy issue in the Tech Industry. Ms. Mills discussed how the [...]
The Legacy Trust staff spent their lunch hour on Wednesday volunteering at Kids Food Basket. Kids Food Basket is a local organization that provides sack lunches for children to take home at the [...]
In the news: Kelly DeRidder, Senior Vice President and Senior Trust Officer, discusses Charitable Giving Strategies for 2018 with the Grand Rapids Business Journal. Read the full article here: [...]
In the news: Steve Doorn, Senior Vice President – Director of Portfolio Management, discusses the stock plunge with Wood-TV8 Evening News. Watch the full interview here:
In the news: Laina Mills, Senior Vice President and Chief Investment Officer, discusses investing in 2018 with the Grand Rapids Business Journal. Read the full article here – Investing in [...]
In the news: Mark Periard, Senior Vice President and Director of Wealth Management discusses the uncertainty generated by tax reform with the Grand Rapids Business Journal. Read the full article [...]
In the news: Mark Periard, Senior Vice President and Director of Wealth Management discussed the new tax laws with the WOOD-TV8 Morning News team. Watch the full interview here–> [...]
In the news: Mark Periard, Senior Vice President and Director of Wealth Management participated in a roundtable discussion which featured executives from West Michigan-based family-owned [...]
Legacy Trust Announces New CEO and Adds Three Established Wealth Advisors Local wealth management firm and private trust bank repositions team to further deliver an all-local, personalized client [...]
In the mid-1700s, two ministers of the Church of Scotland caused a major change within their church community; the impact of which still reverberates even today. The two men did not create any [...]
Do you own your own business? Do you work in a field where you are at a high risk of being sued (ex. doctors, nurses, lawyers)? Do you worry about protecting your assets from potential [...]
My name is Tracey Hornbeck and I joined Legacy Trust just 8 weeks ago as Chief Operating Officer and CFO. After 20 years in the industry with a larger institution, it was time to make a change. I [...]
Meijer Chief Financial Officer Daniel Webb has joined the board of directors for Legacy Trust and the Legacy Trust Holding Company. A CPA, Webb brings more than 25 years of experience and [...]
On August 27, 2016, I will be getting married to an amazing guy; he proposed at a fundraising event I have been a part of for going on six years, in front of a crowd of 250 people back in [...]
When we meet with our clients to discuss their portfolio positioning and performance, an important part of the conversation is a review of current economic conditions. We emphasize this review [...]
At Legacy Trust, we believe it is possible we will be in a low return environment for some time to come. This presents an unsettling situation for all investors, but can be especially [...]
Five Michigan celebrities will serve as judges for the Legacy Trust Award Collection, a statewide competition for adult artists with disabilities in advance of ArtPrize. This year, more than 100 [...]
Some of you may or may not be aware that the Department of Labor just published the final rules of an important piece of regulation called “Fiduciary”; Conflict of Interest Rule—Retirement [...]
Michigan legislators just recently passed the Fiduciary Access to Digital Assets Act. This new law provides you with the ability to name someone that can have access to your digital assets when [...]
Investors can be broadly broken down in to two classes: individuals and institutions. While the distinction between individuals and institutions is self-evident, the category of “institutional [...]
For Immediate Release Contact: Mary Ann Sabo Sabo Public Relations, 616.485.1432 Or Erin Nemastil Sabo Public [...]
In the years following the global financial crisis of 2007-2008, central banks around the globe led by the U.S. Federal Reserve took unprecedented steps to stimulate economic growth through [...]
I’m sure you’ve heard the stories or have seen the headlines about the eccentric multi-millionaire that left their $13M fortune to their beloved cat Tommaso or the three Texas pups set to inherit [...]
On December 18, 2015 President Obama completed the federal government’s Christmas gift to U.S. tax payers by signing the Protecting Americans from Tax Hikes (PATH) Act of 2015. The PATH Act [...]
Did you hear the story about the guy who was appointed the trustee of a woman’s trust and he totally took advantage of her and stole all her money? Or the one about the attorney who appointed [...]
Carl Jandernoa, vice president of 42 North Partners, has joined the board of directors for Legacy Trust and Legacy Trust Holding Company. Jandernoa brings more than 15 years of executive and [...]
As a consumer, you are a key part in helping small businesses thrive. By shopping or dining at small businesses, you’re showing your support for the small businesses in your community. [...]
Periods of market volatility such as we experienced in August and September often bring with them a chorus of advice, reminding investors to stick with their long-term strategy rather than to [...]
It is that time of year when many people start to think about their charitable giving. This probably explains why I have received so many recent questions about the status of the Qualified IRA [...]
President Obama designated October as National Cyber Security Awareness Month to raise awareness of threats to the data systems that have become part of our everyday lives and to encourage each [...]
Quan Mac has been recognized as Grand Rapids Business Journal’s “40 Under Forty” Class of 2015, honoring young business and community leaders making a difference in West [...]
Charlie Secchia, a member of the Board of Directors at Legacy Trust, and John Inhuslen, a local attorney rallied over 40 local businesses and individuals to donate the funds needed to display [...]
Legacy Trust Senior Portfolio Manager Laina Mills has joined the Board of Directors of Catholic Charities West Michigan (CCWM). Mills will serve a three-year term on the Board of Directors. [...]
We have the privilege of working with many clients on a very personal and technical level. Our role is to help clients get from point A to point B. Very rarely is that route linear, which means [...]
Legacy Trust employees participated in Family Promise’s Back to School Backpack Campaign again this year! The team worked together to purchase items and fill the backpacks for children in need at [...]
In the news: Laina Mills joins two local professionals in a Grand Rapids Business Journal article to offer insight into recent stock market activity. Read the full article here: Grand Rapids [...]
Curtis D. Ballast has joined Legacy Trust as Vice President & Operations and Compliance Manager. In his new role with the Grand Rapids investment and wealth-management services provider, [...]
In her new role with the Grand Rapids investment and wealth-management services provider, Umlor is responsible for the administration of all accounting based activity for the corporation and [...]
Carl Erickson, CEO of Atomic Object, has joined the board of directors for Legacy Trust and the Legacy Trust Holding Co. Erickson brings more than two decades of leadership and management [...]
For anyone who relies on an investment portfolio for a significant amount of their retirement income, volatility control is critical to ensuring that the portfolio will survive a long [...]
As part of our community initiative, Legacy Trust employees volunteered at Kids’ Food Basket making sacked suppers. Kids’ Food Basket is the largest organization in West Michigan solely [...]
In her new role with the Grand Rapids investment and wealth-management services provider, Erhardt will be responsible for facilitating business development activities, building company brand and [...]
In his new role with the Grand Rapids investment and wealth-management services provider, Blower will provide sophisticated financial planning solutions, retirement income strategies, estate [...]
We sat down with Tom Blower, a Senior Wealth Planner at Legacy Trust, to talk about retirement planning and supplemental retirement income. Q: What is supplemental retirement income and why is it [...]
In her new role with the Grand Rapids investment and wealth-management services provider, Mac will primarily be responsible for managing the anchor relationships of Legacy’s Family Office [...]
At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years. The husband was planning on retiring in the next few years and they were going to [...]
Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life that will need ongoing [...]
In my time as an estate planning attorney I met people of all backgrounds and with various levels of wealth. One client that I remember well was an older woman who was leaving her son millions [...]
Contact: Bill Walker Legacy Trust, 616.454.2852 or Erin Nemastil Sabo Public Relations, 616.633.0642 Terri Land Joins the Legacy Trust Board of Directors Grand Rapids, Michigan, March 12, 2015 – [...]
Contact: Bill Walker Legacy Trust, 616.454.2852 or Erin Nemastil Sabo Public Relations, 616.633.0642 Jessica M. Schilling joins Legacy Trust as Account Executive Grand Rapids, Michigan, Jan. 29, [...]
Have you thought about how your family might treat each other when you’re gone? It’s not a fun topic to consider, but a necessary one. They may get along great now, but I speak from experience [...]
Both are highly trained and skilled. Both work within some form of established guidelines. For the investment manager it’s an investment policy. For the chef it’s a recipe. Both allow [...]
As the holiday season quickly approached, we reached out to our friends at Family Promise to figure out how we could help. Our friend Kelsy told us about the Christmas Store that they provide to [...]
In my last post, I wrote about the challenges ahead for the millions of baby boomers as they enter the traditional “retirement years”. As a near retiree myself, I quite naturally have [...]
Contact: Bill Walker Legacy Trust, 616.454.2852 or Mary Ann Sabo Sabo Public Relations, 616.485.1432 Legacy Trust Signs Long-Term Lease for New Office Space Firm Remains in Downtown Grand Rapids, [...]
The baby boomer generation defies any simple description, except to say that it includes the massive number of people born after World War II, between 1946 and 1964, about 25% of the U.S. total [...]
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, [...]
I was interviewed by Pete Daly of the Grand Rapids Business Journal on the pressing topic of managing Social Security. You can read my thoughts and the entire article here. [...]
This week, investors are crossing a notable milestone. March 9, 2009 proved to be the bottom of the months-long market selloff that accompanied the Great Recession. In the five years since [...]
For Immediate Release Contact: Bill Walker Legacy Trust, 616.454.2852 or Mary Ann Sabo Sabo Public Relations, 616.485.1432 Legacy Trust’s Laina Mills Promoted to Vice President and Senior [...]
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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