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Legacy Trust Staff and Board Members celebrate 20 years together!
In celebration of Legacy Trust’s 20th Anniversary, staff members and board members gathered together for a celebratory lunch, symbolizing two decades of collaboration, innovation and success. Thank you to everyone who has… Read More
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Estimating Your Expenses for a Successful Retirement Plan
There are many important decisions you will need to make during your transition into retirement. Few of them will have a greater impact on success than determining the cost of your desired… Read More
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Business and Community Titan Joins the Legacy Trust Board of Directors
Legacy Trust, the largest private trust bank headquartered in Grand Rapids, is pleased to announce the appointment of Michelle Van Dyke to its Board of Directors. Van Dyke is widely recognized throughout… Read More
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Legacy Trust Hires Two New Staff Members
Legacy Trust, the largest private trust bank headquartered in Grand Rapids, has hired two new staff members, strengthening its service to customers, shareholders and senior staff. Mary Foster has joined the staff… Read More
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CFO, Steve Doorn featured in Crain’s Grand Rapids – Veteran financier expects U.S. economy to cool but avoid recession in 2024
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Legacy Trust Adds Associate Portfolio Manager to Wealth Management Team
Legacy Trust, the largest private trust bank headquartered in Grand Rapids, has hired Andrew Otten as an Associate Portfolio Manager for the firm. In his new role, Otten will be responsible for… Read More
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Underfunded Social Security – How Will It Be Fixed?
For many Americans, Social Security retirement benefits are the backbone of their retirement income. Unfortunately, the March 2023 Trustee’s Report for Social Security now projects the exhaustion of the Social Security Trust… Read More
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Do I Need an Estate Plan? Time to Grow up and Deal with Your Stuff.
Do I need an estate plan? The answer is simple.Are you an adult? Do you have stuff? Then you need an estate plan.The real question is: “What is the right estate plan… Read More
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Business and Community Leader, Larry Andrus, Joins Legacy Trust Board of Directors
Grand Rapids, Mich. (September 12, 2023) – Legacy Trust, the largest private trust bank headquartered in Grand Rapids, is pleased to announce the appointment of Larry Andrus to its Board of Directors. Mr…. Read More
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Fitch Downgrade
Fitch downgrade of US debt is more of an indictment of the dysfunction in Washington than a real worry about the credit worthiness of the US. On Tuesday, Fitch became the latest… Read More