
The Preferred Legacy National Trust Bank
@PreferredLegacy
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The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services.
Canton, Ohio
Joined July 2019
Celebrate National Friendship Day knowing that your friends at The Preferred Legacy National Trust Bank have your back with all your estate matters. #creatingalegacythatlasts.#thepreferredlegacytrust
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Happy National Cheesecake Day! The creamiest day of the year! Whether classic, fruity, or chocolatey, cheesecake is here to delight your taste buds. What's your favorite flavor? .#creatingalegacythatlasts.#thepreferredlegacytrust
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It’s clear a parent's love, lessons, and sacrifices shaped who we are. Allow us to provide our insight and knowledge for your family’s needs to help shape your family’s future in positive ways. Happy Parents’ Day!. #creatingalegacythatlasts.#thepreferredlegacytrust
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A partnership with our sister company, CRI TPA, is designed to bring streamlines, efficiencies, and tailored solutions that simplify your retirement plan administration. Learn how we can make retirement plans easier than ever!.#thepreferredlegacytrust
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Join us in Shreveport on July 29 for a Lunch & Learn on estate & care planning. Get practical tips, enjoy free lunch, and connect with local pros. Limited seats! Register now: #EstatePlanning #CarePlanning #Shreveport
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Looking for ways to safeguard and protect your family? Our Professionals can help with your estate planning and administration. Contact us today:.Find out more here at: #creatingalegacythatlasts.#thepreferredlegacytrust
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Planning for the future? Choose a successor trustee to ensure your wishes are carried out. It’s key for peace of mind. The professionals at The Preferred Legacy National Trust Bank are here to help!.#creatingalegacythatlasts.#thepreferredlegacytrust
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This July 4th let’s celebrate freedom by reflecting on the legacy we're building. Every decision we make today—how we lead, innovate, and impact others—shapes the future. Let’s create a legacy that leaves a lasting mark. #creatingalegacythatlasts
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Don’t be caught without estate plans or a will. When emergencies strike, be prepared with your documents today. The Preferred Legacy National Trust Bank can help. Learn more: #creatingalegacythatlasts.#thepreferredlegacytrust
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Is your financial future set while you prepare for summer vacations with your family? Just like planning a great trip, early preparation is key for your estate and heirs. Let’s chat! #creatingalegacythatlasts.#thepreferredlegacytrust
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GRATs and GRUTs are two powerful tools that allow you to transfer assets to loved ones while reducing estate taxes and supporting charitable causes. Interested in learning how these tools can benefit you? Reach out today! .#creatingalegacythatlasts
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Having loved ones with addictions is painful and lonely. Learn how a trust can help responsibly distribute financial assistance to those working towards recovery. We’ve helped so many, let us assist you. #creatingalegacythatlasts.#thepreferredlegacytrust
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Discover new alternative investments with a self-directed IRA. Let the professionals at The Preferred Legacy National Trust Bank help you learn more about a self-directed IRA and its benefits. #creatingalegacythatlasts.#thepreferredlegacytrust
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