News
Stay current with the latest press releases, news, and events on Legacy Trust.
Nov
17
Perspectives
Investment Roller Coaster: Protecting Yourself from Emotional Decisions with an Investment Policy Statement
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 make… Read More
Nov
11
News
Michigan ABLE Act
If you have a loved one with special needs, you worry about their future and caring financially for them long term. Some good news hit Michigan recently – legislation was signed that… Read More
Nov
2
Perspectives
The Uncertain World of Qualified IRA Charitable Gifts
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… Read More
Oct
28
Perspectives
Wills, Trusts and Probate – Oh My!
In the estate planning and administration worlds there are a lot of moving parts and it can be overwhelming to understand them if you don’t work in those areas every day. If… Read More