Last December, my wife presented me with a Shinola watch for my birthday.  I wasn’t that familiar with Shinola other than knowing the company was based in Detroit.   I was initially drawn… Read More

If there’s one thing this election year should have taught us by now, it’s to expect the unexpected.  On November 8, Donald Trump again defied expectations and was elected as the next… Read More

I’m not sure how much you know about the ABLE act, but in case you didn’t read my last blog, the ABLE act allows an individual with a disability to create a… Read More

Mark Periard and Jessica Schilling discuss the use of wills and trusts in the estate planning process.

I can feel it as if I was about to relive it.  My shoulders begin to tighten, my feet and mind move a bit faster.  I race through the parking lot to… Read More

Tom Blower and Brian Balke provide insight and perspective into our holistic, client-centered approach.   [vc_video title=”” link=”https://vimeo.com/185533381″]

Isn’t it crazy how time flies? It seems as though we were just gearing up for Memorial Day weekend and heading out to Lake Michigan to soak up the summer sun. Unfortunately,… Read More

Meijer Chief Financial Officer Daniel Webb has joined the board of directors for Legacy Trust and the Legacy Trust Holding Company. A CPA, Webb brings more than 25 years of experience and… Read More

There are times through the simplest of conversations you learn things you would have no idea ever existed.  For instance, recently, I was part of a conversation about repairing socks.  I for… Read More

When you go to a party or an event, as soon as you walk in most of the time you will scan the room to see if you know anyone else in… Read More