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Recommended Reading

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.

 

MAGAZINES WE RECOMMEND:

Trusts and Estates

Bloomberg’s Wealth Management

 

ARTICLES WE WROTE:

Legacy Trusts’ View on the Debt Ceiling and Potential US Credit Downgrade – July 29th, 2011

New Tax Laws

Understanding Wealth Managers

Home Tour Magazine Article

 

BOOKS WE LOVE:

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