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Monday 7:30am - 4:30pm Tuesday 7:30am - 4:30pm Wednesday 7:30am - 4:30pm Thursday 7:30am - 4:30pm Friday 7:30am - 3pm

Legacy Private Trust Company

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Neenah, WI
Legacy Private Trust Company

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Legacy Private Trust Company is a multi-disciplined, independent, and unbiased provider of superior asset management, investment, trust, and planning services.

10/31/2026

What's behind the recent jump in Treasury yields? 📊

The 10-year Treasury yield has risen significantly over the past seven months, leaving investors questioning what's driving the bond market.

In our latest Economic & Market Commentary, Legacy's investment team explores several contributing factors, from shifts in Federal Reserve policy to the growing influence of artificial intelligence on economic expectations.

Despite recent volatility, higher yields may offer a more attractive starting point for fixed-income investors.

Explore the full article to learn more about these market developments and their potential implications: https://www.lptrust.com/blog/deconstructing-a-rare-move-in-treasury-markets/

10/16/2026

Have You Considered What Happens to Your Business Ownership Interest When Circumstances Change? 🏢

For closely held and family-owned businesses, a buy-sell agreement can play an important role in protecting ownership interests and preparing for the unexpected.

From establishing a fair valuation to helping maintain family control and providing liquidity for an owner's estate, these agreements offer benefits that extend beyond business succession.

Regularly reviewing your agreement can help ensure it continues to reflect your business's needs and your estate planning goals.

🔗 Learn more about the importance of buy-sell agreements and how they fit into a comprehensive estate plan: lptrust.com

10/09/2026

Moving Forward, Together 📍

Legacy Private Trust Company is pleased to announce that our Oconomowoc office will relocate to 440 Wells Street, Suite 100, Delafield, Wisconsin, effective October 12, 2026.

While our Southern Region office is moving to a new location, our commitment to the communities and clients we serve remains unchanged. Our corporate headquarters will continue to operate from Two Neenah Center in Neenah, with our Northern Region office remaining in Wausau.

With offices in Neenah, Delafield and Wausau, Legacy proudly serves individuals, families and organizations throughout Wisconsin and across the country.

New location, same commitment. We look forward to continuing to provide thoughtful, personalized trust and wealth management services built around the unique needs and goals of those we serve.

10/06/2026

With the 2026 midterm elections approaching, attention is turning to what potential shifts in Washington could mean for financial markets.

In our latest Economic & Market Update, we look at the historical relationship between midterm elections and market performance, the unusually competitive landscape in the House and Senate, and why investors may be better served by focusing on long-term objectives rather than political outcomes.

History shows that election years can bring uncertainty, but the year following midterms has often been favorable for stocks. Above all, time in the market has historically mattered more than which party controls Congress.
Read the full commentary at lptrust.com.

09/30/2026

Celebrating Our Work Anniversaries! 🎉

Please join us in recognizing an incredible group of team members celebrating work anniversaries with Legacy Private Trust Company this quarter. Their dedication, teamwork, and commitment to our clients help strengthen the culture we’re building together every day.

Kay Bahn, 11 years
Barb Blashka, 20 years
Rita Braun, 6 years
Eric Jovanovich, 5 years
Nick Kewley, 7 years
Stephanie Schuetz, 2 years

We’re grateful for the contributions each of you makes to our team and for the way you help bring our Legacy by Design culture to life. Congratulations on your milestones, and thank you for all you do! 💙

09/22/2026

Could a qualified personal residence trust help reduce future estate tax exposure?

A QPRT allows you to transfer a primary or secondary residence to an irrevocable trust while retaining the right to live in or use the home for a specified number of years. If you survive the trust term, future appreciation above the applicable IRS rate may pass to beneficiaries with reduced gift and estate tax consequences.

Here’s what to know:

✅ A QPRT can hold a primary residence or secondary residence
✅ You retain the right to use the home during the trust term
✅ The transfer of the remainder interest is generally treated as a taxable gift
✅ If you die before the term ends, the home is generally included in your taxable estate
✅ Beneficiaries generally do not receive a step-up in basis when the QPRT term ends successfully

A QPRT can provide meaningful estate planning benefits, but the potential estate tax savings should be weighed against the strategy’s risks and income tax consequences. Learn more at lptrust.com.

09/19/2026

Please join us in congratulating Lisa Bergan on her retirement after 16 years of dedicated service to Legacy Private Trust Company.

Throughout her career at Legacy, Lisa has been a trusted colleague known for her knowledge, loyalty, attention to detail, and commitment to exceptional client service. Her contributions have made a lasting impact on our clients and our team.

Lisa, thank you for all you have done for Legacy. We wish you good health, happiness, and a wonderful retirement. You will be deeply missed!

09/15/2026

How should you file your federal income tax return after the death of a spouse?

A surviving spouse can generally file a joint return with the deceased spouse for the year of death, but filing jointly may not always produce the best result. Income, deductions, potential tax liabilities and other circumstances can all affect the decision.

Here’s what to know:

✅ A final income tax return must be filed for the deceased spouse
✅ A surviving spouse may generally file jointly for the year of death
✅ Filing jointly may provide access to more favorable tax brackets, deductions and credits
✅ Filing separately may make sense in certain financial or tax situations
✅ A surviving spouse with a dependent child may qualify for qualifying surviving spouse status for the following two tax years

There are many factors to consider when deciding how to file after the death of a spouse. Learn more at lptrust.com.

09/10/2026

Could a 530A account become part of your family’s gifting strategy?

Also known as “Trump accounts,” these new custodial, tax-advantaged accounts allow contributions for eligible children under age 18. Earnings grow tax-deferred, and certain children born from 2025 through 2028 may also qualify for a one-time $1,000 government contribution.

Recent IRS guidance provides additional clarity for individuals contributing to these accounts. If specific requirements are met, contributions may qualify for the annual gift tax exclusion without requiring a gift tax return. If the requirements aren’t met, different gift tax reporting rules may apply.

Understanding how these accounts fit alongside your other gifts can be an important part of thoughtful tax and estate planning. Learn more at lptrust.com.

Address

2 Neenah Center
Neenah, WI
54956

Opening Hours

Monday	7:30am - 4:30pm
Tuesday	7:30am - 4:30pm
Wednesday	7:30am - 4:30pm
Thursday	7:30am - 4:30pm
Friday	7:30am - 3pm

Telephone

(920) 967-5020

Website

http://www.lptrust.com/

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