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In The Community- Legacy Trust Staff Collects Food For Feeding America Of West Michigan
- Legacy Trust Family Outing At John Ball Zoo
- Legacy Trust Sponsors Inaugural WMSC Golf Outing
- Legacy Trust Staff Adopts-A-Family This Holiday Season
- Taking a Moment to Be Thankful
- Legacy Trust is proud to support the Downtown Market Education Foundation
- Community Trust and Leadership
- Legacy Trust supports Michigan Women Forward – WomanUp & Celebrate Luncheon
- Volunteering at John Ball Zoo
- Legacy Trust Staff Volunteers at Kids Food Basket
- Family Promise School Supplies Drive
- Family Promise Christmas
- Backpacks for Family Promise
- Employees Donate Backpacks and Supplies to Children in Need
- Legacy Trust Employees Volunteer at Kids’ Food Basket
- Legacy Staff Stocks Family Promise Christmas Store
- Legacy Staff Donates Cleaning Supplies to Family Promise
- Legacy Staff Celebrates 10th Anniversary
- Legacy Staff Plays Santa
- Legacy Stocks Family Promise Freezers
- Family Promise Backpack Drive
- LTAC featured on WZZM’s “One Good Thing”
- Legacy Trust Announces Celebrity Judges for Art Competition. Michigan Supreme Court Justice Richard Bernstein Will Speak at the May 11 Event
- A Personal Perspective on LTAC
- LTAC Announces Seventh Annual Competition for Artists with Disabilities
- Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders
- Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner
- COVID-19 Stimulus Summary
- Update – Legacy Trust’s Response to COVID-19 and Our Commitment to You
- Legacy Trust’s Response to COVID-19 and Our Commitment to You
- Happy Birthday Legacy Trust!
- Get Your Finances In Shape for 2020
- Brian Balke Featured On Fox17 – Tips For Getting The Most Of Your Tax Refund Before You File
- Chief Investment Officer, Laina Mills, Speaks to WoodTV8 – Market Watch 2020: Consumers Will Drive Growth
- Brian Balke featured on Fox17 – Financial Planning for Families
- Legacy Trust is proud to welcome Greg Barshied to the team
- Congratulations Laina Mills – GRBJ 40 under 40
- Senior Trust Officer, Kelly DeRidder Speaks with Fox17 News on Vacation Property Estate Planning
- Legacy Trust named one of “West Michigan’s 101 Best & Brightest Companies To Work For”
- Chief Investment Officer, Laina Mills Speaks to WoodTV8 on Market Reaction to Trade Wars
- Legacy Trust President and CEO speaks at event that celebrates women leaders
- What is a trust and why would I need one?
- Take Control of the Uncontrollable
- Laina Mills featured on WoodTV8 – 2018: A Good or bad year for the markets?
- It’s Never Too Early To Think About Retirement
- Laina Mills discusses another slide on Wall Street with WoodTV8
- Legacy Trust capitalizes on opportunity to expand staff
- Mark Periard discusses 529 plans with WoodTV8
- Laina Mills featured on WoodTV8 to discuss the impact of the privacy scandal on Facebook
- Kelly DeRidder featured in GRBJ – Charitable Giving Strategies for 2018
- Steve Doorn discusses the stock plunge with Wood-TV8 Evening News
- Laina Mills featured in GRBJ – Investing in 2018: Will the markets keep rolling?
- Mark Periard featured in GRBJ on Tax Reform uncertainty
- Mark Periard discusses the new tax laws with the WOOD-TV8 Morning News team
- Mark Periard participates in MiBiz roundtable discussion
- Legacy Trust Announces New CEO and Adds Three Established Wealth Advisors
- Tracey Hornbeck Joins Legacy Trust
- Mark Periard Joins Legacy Trust
- It’s About The Relationship
- Act Quickly – Qualified Charitable Distributions Newly Approved for Tax Savings in 2015
- Carl Jandernoa Joins the Legacy Trust Board of Directors
- Support Local Businesses by Participating in Small Business Saturday
- Michigan ABLE Act
- Quan Mac Recognized as Grand Rapids Business Journal’s “40 Under Forty” Class of 2015
- Board Member Rallies Business Community to Save Downtown Christmas Tree
- Laina Mills Joins Catholic Charities West Michigan Board of Directors
- Legacy Trust Promotes from Within
- Senior Portfolio Manager Laina Mills in Grand Rapids Business Journal
- Curtis D. Ballast Joins Legacy Trust as Vice President & Operations and Compliance Manager
- Virginia Umlor Joins Legacy Trust as Accounting Associate
- Carl Erickson Joins the Legacy Trust Board of Directors
- C-Connect: A New Online System for Clients
- Stephanie Erhardt Joins Legacy Trust as Sales and Marketing Manager
- Thomas M. Blower Joins Legacy Trust as Senior Wealth Planner
- Quan Mac Joins Legacy Trust as Managing Director of Family Office Services
- Congratulations
- Terri Land Joins the Legacy Trust Board of Directors
- Jessica M. Schilling joins Legacy Trust as Account Executive
- Legacy Trust Signs Long-Term Lease for New Office Space
- Tom Werkman Joins Legacy Trust as Chief Operating Officer
- Legacy Trust’s Laina Mills Promoted to Vice President and Senior Investment Manager
- Legacy Trust Celebrates 10th Anniversary
- Legacy Trust Welcomes Two New Team Members
- Welcome 2021 – A Message from President & CEO, Tracey Hornbeck
- Comprehensive Retirement Planning – Capital Adequacy
- Comprehensive Retirement Planning
- Planning Implications Of The SECURE Act
- Saving for the Future: Education
- Can We Talk?
- Pets of Legacy Trust
- The Dog Days of Saving
- The Importance of Perspective
- From Art Form to Science: The Beginnings of Modern Insurance
- Helping Clients Help Themselves
- Commodities and Gold
- Fiduciary Standard Update
- Legacy Trust Celebrates 13th Anniversary
- New Michigan Law Allows You To CYA – Cover Your Assets From The Reach Of Creditors (With Some Exceptions, Of Course)
- Happy Holidays From The Newest Member Of Legacy Trust
- (Chicken)Burger Blog
- Do You Know Shinola?
- Election Outcome And Investment Implications
- Updates To The ABLE Act In Michigan
- Wills & Trusts
- A Lasting Impression
- How Does Legacy Trust Approach Wealth Planning?
- Change of Seasons
- Meijer CFO Daniel Webb Joins the Legacy Trust Board of Directors
- Perspective
- Putting A Face To A Name
- Is It Time For A Family Office?
- Paying For College Versus Saving For Retirement
- Identity Theft & Scams
- Stock Markets Hit New Highs
- Local Lunch Extravaganza: Food Trucks
- A Reminder To Plan For Your Incapacity
- Planning Ahead For Market Turbulence
- Choices
- The Risks Of Traveling Home
- Planning a Wedding? Don’t Forget the Unromantic Stuff!
- Legacy Trust Investment Process
- Storytelling
- Change
- Financial Advice For Young Professionals
- The News Of The Day Usually Does Not Tell The Full Story
- Your Tax Return And Its Relationship To Your Investments
- Prince Didn’t Have A Will – Don’t Be Prince
- The Government Takes Fiduciary Standard to Main Street
- Thinking Long Term
- Your Life Online – What Happens To It When You’re Gone? New Law In Michigan Answers This Question
- Institutional Investment Management For Foundations And Endowments
- Local Lunch Extravaganza: The Downtown Market
- What Do You Do And For Whom?
- Meeting Financial Goals In Today’s Challenging Fixed Income Environment
- Fido Gets The Family Fortune – Are Pet Trusts For Real?
- It Is Prime Phishing Season
- Lemonade Out Of Lemons
- Know Where You Stand in 2016
- Investment Update on China and Market Volatility
- Burger Blog 2015 Recap
- What Makes Us Happy . . .
- Robo-Advisor Redux
- Giving Back
- Red Tape is a Good Thing … When It’s on the Corporate Trustee of Your Trust
- An Attitude of Gratitude
- Investment Roller Coaster: Protecting Yourself from Emotional Decisions with an Investment Policy Statement
- The Uncertain World of Qualified IRA Charitable Gifts
- Wills, Trusts and Probate – Oh My!
- October is National Cyber Security Awareness Month
- Volatility is Not Risk
- Beyond the Black and White: Wealth Management is Much More than Numbers
- Burger Blog: The Winchester
- Thoughts on Recent Market Volatility
- Using the Value in Life Insurance Policies to Manage Retirement Risk
- Burger Blog Takes a Trip Up North: Art’s Tavern
- Don’t Let Biases Drive Your Investment Strategy
- Burger Blog: Blue Dog Tavern
- Now It’s My Turn
- Supplemental Retirement Income: Is it Right for You?
- Burger Blog: Logan’s Alley
- Cash Flow Planning: Will Your Inflows Support Your Outflows?
- What is a Supplemental Needs Trust? Do I Need One?
- Working Together to Coordinate Your Advisor Team
- Are Your Heirs Prepared to Receive Your Wealth?
- “All In”
- The Short Road to Profits
- Burger Blog: JD Reardon’s
- From Shirt Tails to Shirt Tails . . . What Will Your Kids Do When They Get Their Inheritance?
- Retirement Savings Burden of High Wage Earners
- Some Important Investment Truths
- Phishing Scams on the Rise
- Burger Blog: GP Sports
- The strategy of family extracurricular activities
- Diversification, revisited
- The Realities of Student Loan Debt
- Burger Blog: J. Gardella’s Tavern
- “You’re not the boss of me!”… What you need to consider when naming a family member as the trustee of your trust
- Keep Your Eye on the Long-Term Strategy
- Burger Blog: 2014 Recap
- How is a Great Investment Manager Like a Great Chef?
- The Robot will see you now!
- Putting It All Together
- Burger Blog: HopCat
- One Man’s View on Money
- Important Considerations for a Trustee
- The Changing World of Payments
- Burger Blog: Bagger Dave’s
- Don’t Overlook This Tax Saving Opportunity
- Active vs. Passive Investing
- The U.S. Remains an Economic Bright Spot
- Burger Blog: Z’s Bar & Restaurant
- The Outsider in the Family
- Understanding and Managing Investment Risk
- Lessons From Hollywood
- Looking Past the Headlines
- Burger Blog: The Cottage Bar & Restaurant
- Con Men, Scam Artists and Crooks, Oh My!
- The Walmart CPI and the Spending Power Gap
- CNYK Technology and Penny Stocks
- Burger Blog: Stella’s Lounge
- The Changing Face of Retirement – Some Emerging Trends
- Retirement Risks You May Not Be Thinking About
- Understanding Benchmarks – Part 1
- The Halfway Point
- Burger Blog: Louis Benton Lounge
- Protection Against Identity Theft
- Portfolio Structure in the “Decumulation” Phase
- Welcome to the Family: Part 1
- Burger Blog: Bull’s Head Tavern
- Who Moved The Finish Line? Baby Boomers and Retirement
- Putting Investors First
- Special Needs Trusts – A Personal Perspective
- Burger Blog: The Cheshire Grill
- When the IRS “Likes” Your Facebook Update
- Things You May Not Know About Taxes
- Behavioral Finance: The Nature of Losses
- Planning for Retirement – Part 1
- Managing Social Security – and your lottery jackpot
- Burger Blog:The Broadway Bar & Grill
- Five years from the bottom, markets continue to look up
- Welcome to LaughFest 2014
- Burger Blogging and Fat Boy Burgers
- Social Security and the Time Value of Money
- A journey through today’s global economy
- Welcome to our new Website