Stay current with the latest press releases, news, and events on Legacy Trust.

Apr

28

Perspectives

Working Together to Coordinate Your Advisor Team

By Brian Balke

I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More

Apr

22

Perspectives

Are Your Heirs Prepared to Receive Your Wealth?

By Legacy Trust

If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs:  Five Steps to a Successful Transition of Wealth and Values”, by… Read More

Apr

14

Perspectives

“All In”

By Legacy Trust

It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where… Read More