News
Stay current with the latest press releases, news, and events on Legacy Trust.
Jun
12
Perspectives
Supplemental Retirement Income: Is it Right for You?
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… Read More
Jun
8
News
Quan Mac Joins Legacy Trust as Managing Director of Family Office Services
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 platform. She will provide thought… Read More
May
19
Perspectives
Cash Flow Planning: Will Your Inflows Support Your Outflows?
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… Read More
May
7
Perspectives
What is a Supplemental Needs Trust? Do I Need One?
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… Read More