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The foundation of Wealth Perpetuation

 

 

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 Company, 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

 

Kristin McLauchlan profiled in the Florida Times-Union First Business. Read the article from the August 14th issue


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