client
resources As a service to our clients and visitors
to the site, Legacy Trust makes available various communications
and other articles of interest developed by the staff and our
strategic partners. Please check back, as this section is continuously
updated with new content as it becomes available. Please be advised
that these documents, unless noted, do not necessarily represent
the opinions of Legacy Trust Family Wealth Offices, or its management, and are
in no way meant to be an offer to sell securities.
LEGACY TRUST MONTHLY FLASH REPORT Click
here to download a copy of this concise, two-page report that
provides a snapshot of the past month's key economic and financial
indices, reporting and statistics.
RECOMMENDED READING All of the following magazines and books and more are available from the Legacy library:
Trusts and Estates
Bloomberg's Wealth Management
Splitting Heirs by Ron Blue Family Wealth - Keeping it in the Family by James E. Hughes, Jr. Children of Paradise: Successful Parenting for Prosperous Families by Lee Housner Silver Spoon Kids by Eileen Gallo Navigating the Dark Side of Wealth by Thayer Cheatham Willis Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Willis Family Wealth Counseling: Getting to the Heart of the Matter by E.G. Link Raising Financially Fit Kids by Joline Godfrey
recent news
Legacy Trust and Kristin McLauchlan featured in news story on women entrepreneurs July 31, 2007 6:42am report
