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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
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@PreferredLegacy
The Preferred Legacy National Trust Bank
7 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
11 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
14 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
19 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
21 days
Happy National Ice Cream Day! Today’s the perfect excuse to enjoy your favorite flavor & celebrate life’s sweet moments. As we indulge, let’s remember that every choice we make today helps build a lasting legacy. What’s your go-to scoop?
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@PreferredLegacy
The Preferred Legacy National Trust Bank
26 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
26 days
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
1 month
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
1 month
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
1 month
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
1 month
The emotional and financial aftermath of a family member’s passing is challenging enough without the added strain of disagreements over their estate. The professionals at The Preferred Legacy National Trust Bank can talk to you and your family about how a trust can protect you.
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@PreferredLegacy
The Preferred Legacy National Trust Bank
2 months
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
2 months
We’re ringing in Juneteenth in remembrance of our history and past. Today, we honor and celebrate those that have fought for education, freedom, and the passion for treating each other with kindness.
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@PreferredLegacy
The Preferred Legacy National Trust Bank
2 months
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
2 months
Did you know that Charitable Remainder Trusts can offer you financial benefits and support your favorite causes? If you're interested in learning how CRUTs or CRATs can benefit you, let’s connect:
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@PreferredLegacy
The Preferred Legacy National Trust Bank
2 months
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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@PreferredLegacy
The Preferred Legacy National Trust Bank
3 months
On this Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom.
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@PreferredLegacy
The Preferred Legacy National Trust Bank
3 months
Charitable trusts offer a unique way to give back while building a legacy. They provide the opportunity to support the causes you care about, optimize financial strategies, and create meaningful impact for future generations. Let’s explore the possibilities.
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@PreferredLegacy
The Preferred Legacy National Trust Bank
3 months
Happy Mother's Day from The Preferred Legacy National Trust Bank!.Here's to all the mothers who inspire, nurture, and lead with heart.
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@PreferredLegacy
The Preferred Legacy National Trust Bank
3 months
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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