Many homeowners across the country have seen their home values increase recently. According to the National Association of Realtors, the median price of homes sold in July of 2021 rose 17.8% over July of 2020. The median home price was $411,200 in the Northeast, $275,300 in the Midwest, $305,200 in the South and $508,300 in ... Read More ›
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any estate or ... Read More ›
Legacy has received word from the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) that we have successfully completed two recent offsite audit inspections. The EBSA runs an initiative known as the Audit Quality Inspection Program. The goal of the program is to ensure that audits of employee benefit plans meet applicable DOL and ... Read More ›