The Preferred Legacy National Trust Bank

Let’s get to know our team beyond their commitment to our clients and the world of trust administration.    LILY PHOU, is fascinated by shifting perspectives. She indulges in the thrill of river rafting, where not only does she embrace the thrill, but also soaks in magnificent views of the world around her. Whether it is river rafting, exploring hidden caves, or skydiving from dizzying heights, share your thrilling adventures with us in the comments below.   #creatinglegaciesthatlast #thepreferredlegacynationaltrustbank

September 11, 2001, marked a turning point for US Businesses. It highlighted the importance of resilience, adaptability, and preparedness in the face of unforeseen challenges. It’s a day to honor the businesses impacted, the lessons learned, and the collective determination to rebuild and thrive in the aftermath.  #NeverForget#September11th #creatinglegaciesthatlast #thepreferredlegacytrustbank

Often family dynamics can play a role in estate planning. Should you see family dynamics playing a role in your estate plan, The Professionals at The Preferred Legacy National Trust Bank can step in to help.   When the situation arises of navigating your business legacy as it relates to estate planning, The Preferred Legacy National Trust Bank advisors have you covered. Check out our advisory services at  https://lnkd.in/eP586ube   #creatingalegacythatlasts #thepreferredlegacy

We all dream of a life of leisure during our retirement years. Today is National 401(k) Day which means now is the perfect time to explore an employer-sponsored retirement plan to help you and your business achieve your retirement goals. At The Preferred Legacy National Trust Bank our professionals can assist your business with retirement plan options. Learn more: https://lnkd.in/ez7JFae #creatinglegaciesthatlast #thepreferredlegacy

Let’s get to know our team beyond their commitment to our clients and the world of trust administration.    David Hall, AFIM, CISP Hall , Investment Strategist for The Preferred Legacy National Trust Bank, loves to travel and hike all different places globally and inside the US.  Recently David visited Pheonix, Arizona where he hiked and took this really cool picture Hole in the Rock. Whether its hiking through desserts, camping under the stars or simply enjoying a peaceful day by the lake, share your favorite nature getaways. Let’s inspire each other to reconnect with the beauty of the outdoors.   #creatinglegaciesthatlast #thepreferredlegacynationaltrustbank

When it comes to safeguarding your family's business for future generations, several key factors require careful consideration—such as estate planning, wealth preservation and transfer, asset protection, and managing tax and reporting complexities. At The Preferred Legacy National Trust Bank, we specialize in offering impartial and independent advice, ensuring that your objectives remain the central focus of all decision-making processes. Discover more about how we can help: https://lnkd.in/eP586ube   #creatingalegacythatlasts #thepreferredlegacy

Monday we celebrate American Labor Workers. Thank you for making our world a better place to live and work. Happy Labor Day! #creatingalegacythatlasts #thepreferredlegacy

Let’s get to know our team beyond their commitment to our clients and the world of trust administration.    Denise M. Penz Penz, CEO and Vice Chairman for The Preferred Legacy National Trust Bank, is an avid beachgoer. She finds peace and counts her blessings while walking on the beach, watching the dancing hues of the sunset, and listening to the ocean spray. We'd love to hear about your peaceful escapes. Where do you go to reflect and capture moments of peace and tranquility?    #creatinglegaciesthatlast #thepreferredlegacynationaltrustbank

Preserving your business’s legacy can mean a range of different things for different companies including preserving the business for the benefit of future generations. At The Preferred Legacy National Trust Bank, we encourage you to take the steps necessary to properly manage your family’s business and create your legacy for years to come. Learn more: https://lnkd.in/ez7JFae #creatinglegaciesthatlast #thepreferredlegacynationaltrustbank 

Let’s get to know our team beyond their commitment to our clients and the world of trust administration.    Kristen Knight, Trust Officer for The Preferred Legacy National Trust Bank, loves a live concert. She will watch any genre but truly enjoys Classic Rock the most. Does your soul move with live music? Share your favorite concert experiences.   #creatinglegaciesthatlast #thepreferredlegacynationaltrustbank