Articles

At The Preferred Legacy National Trust Bank, we take our role with each family very seriously. We exist to honor legacies, safeguard intentions, and ensure each plan is carried out with precision, compassion, and integrity.

Benefits of a Self-Directed IRA  Investment Flexibility  A self-directed IRA gives you the freedom to invest in a broad range of assets...

As central bank digital currencies (CBDCs) move closer to reality, fiduciaries face increasing questions about their role, regulation,...

Private foundations are often established with the noble intent of creating a lasting charitable legacy, but many fail due to...