The Preferred Legacy National Trust Bank

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Canton, OH
The Preferred Legacy National Trust Bank

Preserve your roots. Grow your legacy. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services.

The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services, guiding families and businesses with integrity and strategic solutions. Committed to knowing and understanding your family and business dynamics, we provide a range of services to meet the goals of each individual and family; we are advocates for your wealth and legacy and are able to work wi

th outside and independent advisors to manage your unique and special assets within your estate plan. Our services include:
Fiduciary services including:
Trust and Estate Admin
Retirement Plan Trustee
Family Stewardship & Philanthropy
Charitable gifting
Family & Donor Foundation Advisory
Household Financial Management
Enhanced Bill Payment
Real Estate Advisory
Financial Reporting
Concierge Services
Planning and Advisor Services
Bank Advisory
Private Investment Advisory
Self-Directed IRA Administration
Business Advisory

The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

06/25/2026

One of the things we enjoy sharing is what makes our team who they are, beyond their professional roles.

Denise Penz, CEO and Vice Chairman for The Preferred Legacy National Trust Bank, has two favorite foods that are a staple in her life: Sushi and Hibachi.

Whether it’s the precision of sushi or the energy of a hibachi grill, it’s food that’s both intentional and well-executed, parallel to the direction with which Denise leads Preferred Legacy. It’s a great reminder that consistency matters; showing up, enjoying what you love, and doing it well.

Sometimes it’s simple routines that bring the most joy.

06/23/2026

Being a trustee is not just a title; it is a responsibility. A good trustee protects the trust and its beneficiaries by exercising prudent oversight, maintaining thorough documentation, and upholding strict compliance. Strong fiduciary practices today mean stronger legacies tomorrow.
https://www.preferredlegacy.com/

06/21/2026

Happy Father’s Day to all the amazing dads out there! On this Father’s Day, make sure your loved ones are cared for, your wishes are honored, and your legacy is protected. Give your family the ultimate Father’s Day gift: security, clarity, and peace of mind by starting your estate planning today and we can help!

https://www.preferredlegacy.com/

06/19/2026

Today we honor Juneteenth, a day of reflection and remembrance, marking the emancipation of formerly enslaved people in the United States. It serves as an important reminder of the ongoing pursuit of freedom, equality, and justice for all.
As we recognize this day, we encourage learning, reflection, and meaningful conversations that help foster understanding and progress within our communities.
https://www.preferredlegacy.com/

06/16/2026

The Preferred Legacy National Trust Bank debunks common estate plan myths.
Myth #2: “My kids will figure it out.”

Unclear wishes can leave loved ones in the difficult position of guessing what you would have wanted, and that can lead to stress or disagreements.

Contact us to learn how we can help: www.preferredlegacy.com

06/11/2026

One of the things we enjoy sharing is what makes our team who they are, beyond their professional roles.

Tiffany Rockstroh, President for The Preferred Legacy National Trust Bank, has a favorite food that you either love or you hate: Sushi.

It’s simple, balanced, and just the right amount of bold, fresh ingredients, thoughtful preparation, and a little heat. It’s a reminder that the best things don’t have to be complicated to be effective.

Whether it’s her favorite food or planning, intention and balance matter. When the right elements come together, the result speaks for itself.

06/09/2026

As we head into the second half of the year, now is a smart time to revisit trust and tax planning. Mid-year reviews can help identify opportunities to manage income, plan distributions thoughtfully, and reduce potential tax surprises before year-end.

Proactive planning allows trustees and beneficiaries to stay aligned with both short-term needs and long-term goals, while keeping compliance and efficiency top of mind. A little planning now can make a meaningful difference later. Have questions about these functions? Contact us:
https://www.preferredlegacy.com/

06/04/2026

One of the things we enjoy sharing is what makes our team who they are, beyond their professional roles.

Pam Shields, Director of Retirement Services for The Preferred Legacy National Trust Bank, has a favorite food that always sparks a little thought and planning: Salmon. She enjoys it about once a week, not just because it’s healthy, but because of what it represents.

Salmon are known for swimming upstream with purpose and persistence.
It’s a fitting parallel to smart retirement and estate planning. The strongest plans don’t drift wherever the current takes them; they’re built with intention, discipline, and a clear goal in mind.

Good planning, like salmon, moves forward with purpose.

06/02/2026

June is the perfect time to review trust structures, beneficiaries, distributions, and funding. A mid-year checkup helps ensure your trust still aligns with family goals, tax strategies, and life’s changes, before year-end surprises arise.

https://www.preferredlegacy.com/

05/29/2026

One of the things we enjoy sharing is what makes our team who they are, beyond their professional roles.

Jennifer Koshenko, Operations Manager for The Preferred Legacy National Trust Bank, has a favorite food that always sparks conversation: Liver and Onions.
It started in childhood when her mom would serve it and call it “steak.” She and her brother loved it so much that when asked what they wanted for dinner one night, they requested “that steak.” That’s when the secret came out; it wasn’t steak at all, but liver. By then, it didn’t matter. The tradition stuck.

To this day, liver and onions remains her favorite meal, and it’s still her birthday dinner every year. Proof that some tastes (and memories) only get better with time.

Address

Canton, OH
44718

Website

http://preferredlegacy.com/

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