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Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders
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!
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Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner
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 RAPIDS,… Read More
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COVID-19 Stimulus Summary
How Do The COVID-19 Stimulus Packages Impact You and Your Family These are unprecedented times for the world and unprecedented times call for unprecedented action from our elected officials. Thankfully, the U.S…. Read More
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Update – Legacy Trust’s Response to COVID-19 and Our Commitment to You
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, directing all Michigan… Read More
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Legacy Trust’s Response to COVID-19 and Our Commitment to You
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 continues to spread… Read More
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Happy Birthday Legacy Trust!
February 2020 marks Legacy Trust’s 16th birthday. It is a time to celebrate how far we have come and continue to chart our course for the future. A heartfelt thanks to our… Read More
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Get Your Finances In Shape for 2020
Estate planning is not “one and done.” Periodically, reviewing your will, trust, patient advocate, and power of attorney documents is extremely important. Changes to your family dynamics, wealth, assets, health and personal… Read More
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Brian Balke Featured On Fox17 – Tips For Getting The Most Of Your Tax Refund Before You File
Full Interview –> Tips for getting the most of your tax refund before you file
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Chief Investment Officer, Laina Mills, Speaks to WoodTV8 – Market Watch 2020: Consumers Will Drive Growth
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Brian Balke featured on Fox17 – Financial Planning for Families
Brian Balke discusses Financial Planning for Families on Fox 17. Watch Full Interview –> Financial Planning for Families