The Preferred Legacy National Trust Bank

Happy National Cleaning Week! As we tackle our spring cleaning, it’s also a great opportunity to refresh your estate plan and ensure your small business is set up for success! ? Just like decluttering your space, reviewing your estate plan helps eliminate outdated information. Consider any changes in your life or business, such as new partners or growth in your operations. ? An organized estate plan ensures your business continues smoothly in the event of unexpected changes. Make sure your succession plans are clear, and your beneficiaries are aligned with your current goals. This week, as you clean out the old, take a moment to give your estate plan a thorough check-up. A little maintenance now can save you and your loved ones a lot of stress later! Need more help understanding your plan??Contact us: www.preferredlegacy.com

Jenna Escola, Trust and Estate Administrator at The Preferred Legacy National Trust Bank, loves an adventure in Playa Del Carmen, Quintana Roo, Mexico. She’s captivated by the calm turquoise waters, white sands, and vibrant local culture. Jenna and her family enjoy exploring the area’s artistry and savoring its rich culinary scene. Where is your favorite place for an adventure??

Many Americans have not saved enough for retirement and big changes are coming in 2025 to help older workers save.?While 401(k) catch-up contributions remain unchanged at $7,500 for investors age 50 and older, workers age 60 to 63 can save even more up to $11,250 on top of the 2025 401(k) deferral limit of $23,500.?This change is a great way for older workers to save more in their 401(k) plan accounts.?To take a look at your 401(k) plan account to maximize your retirement plans, the professionals at The Preferred Legacy National Trust Bank can help! ?https://lnkd.in/gZ3GcsaY #creatingalegacythatlasts #thepreferredlegacytrust

At The Preferred Legacy National Trust Bank, We’re all about smart financial choices—and a little bit of shenanigans too. Hope you had fun, good luck, and a day filled with playful mischief. Happy St. Patrick’s Day! Cheers!

Feeling lucky this St. Patrick’s Day? At The Preferred Legacy National Trust Bank, we believe success is not a pot of gold at the end of a rainbow-it’s built with smart financial planning. Let us help you grow your wealth without relying on luck. Find out more at:?www.prefererdlegacy.com #creatingalegacythatlasts #thepreferredlegacytrust

Happy PI Day!? Today, let’s slice into how P.I.E. — Planning, Integrity, and Experience — plays a crucial role in trust administration for small business owners. Planning: Just as a well-crafted pie needs a good recipe, small business owners must have a solid plan in place for their business trusts. This ensures the right provisions are made for future growth and the well-being of loved ones. Integrity: Trust is essential in business and personal affairs. A trustworthy trustee upholds integrity by managing assets with honesty and transparency, ensuring that your hard-earned legacy is protected. Experience: Finally, have an experienced team to put your plan into action. For small business owners, this includes proper management and distribution of assets to support the business and secure your family’s financial future. This PI Day remember that a thoughtful approach to trust administration can help safeguard your business and provide peace of mind! Need to learn more about how to protect your small business? Visit us at https://lnkd.in/gZ3GcsaY #creatingalegacythatlasts #thepreferredlegacytrust

Pamela Shields Shields, VP Director of Retirement Services, at The Preferred Legacy National Trust Bank, is a dedicated member in the St. Clairsville Rotary in St. Clairsville, Ohio.?The St. Clairsville Rotary raises money for the many projects in the greater community including those that enhance the education of local youth.?One project that is near to her heart this year is the Rotary Scholarship fund.?Pam is pictured with her son, Ben, who is a 2024 Rotary scholarship winner and will use his scholarship towards his education this fall at Duquesne University.??

With upcoming expiring tax regulations and changes, it’s more important than ever to review your estate and tax strategies. These updates could have significant implications for your wealth management and financial legacy. At The Preferred Legacy National Trust Bank, we provide expert guidance to ensure your plans align with the latest regulations, keeping you ahead of the curve. Learn more here at www.preferredlegacy.com #creatingalegacythatlasts #thepreferredlegacytrust

David Hall, AFIM, CISP, Investment Strategist and Banking Advisory Officer for The Preferred Legacy National Trust Bank, has proudly supported the Akron Rotary Chili Open for the past 11 years.??The Chili Open is more than just an event- it is a celebration.?David enjoys golfing, live music, bidding in the silent auction, a chili eating contest, games, great food and much more.?Most importantly, the funds raised ensure that every child with special needs has the opportunity to attend the Akron Rotary Camp, regardless of their financial situation.?? Here David is setting up the golf course in one of the pastures at Hale Farm & Village, hanging out with a polar bear before golf and festivities begin.

Estate Planning isn’t just about assets; it’s about peace of mind for your business.?Secure your legacy, protect your company, and ensure your wishes are honored.?Don’t wait for uncertainty to strike- plan today for a secure tomorrow.?? https://lnkd.in/gZ3GcsaY #creatingalegacythatlasts #thepreferredlegacytrust