The Legacy Journey...Our Team Philosophy. What Makes Us Unique.
Watch a short video describing our transformative journey through legacy management.
Getting Ready: What You Need to Know About Preparing Your Legacy Plan.
Watch a short video guide on how to get started with basic estate planning.
When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions
Hear how the economic environment provides opportunity for families to manage their legacies.
Equity Markets and the COVID-19 Pandemic
Hear a discussion with high-profile executives on market challenges during the COVID-19 crisis.
$2 Trillion CARES Act Provides Significant Tax and Workforce Relief for Businesses, Individuals
Hear an analysis of the $2 trillion CARES Act, which was signed by President Trump on March 27, 2020.
Where are you now and where would you like to be? Trust Nexus
Our Private Wealth team hosted a webinar, "Where are you now and where would you like to be? Trust Nexus."
Investing in Opportunity Funds and Opportunity Zones: How to Take Advantage of the New Federal Tax Incentive
Listen to a review of the innovative Opportunity Zone (OZ) tax incentive program.