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.

09/01/2026

September is Self-Care Awareness Month, and self-care isn’t just about your body; it’s about your peace of mind, too.

Part of taking care of yourself and your loved ones? Estate planning.
-Make sure your wishes are clear
-Protect your family from stress and confusion
-Ensure your healthcare and finances are managed if something happens

Self-care isn’t just living today; it’s also about planning for tomorrow. Take a moment this month to review your plan.

https://www.preferredlegacy.com/

08/31/2026

Blended families are built with love and complexities. Without a clear plan, they can face unintended conflict. When remarriage, stepchildren, shared assets, and children from previous relationships are involved, estate planning becomes even more important.

Without a thoughtful plan, assets may unintentionally disinherit children or create tension between loved ones.

The key? Clear communication. Proper legal documents. Intentional planning.
Your legacy should unite your family; not divide it.

https://www.preferredlegacy.com/

08/28/2026

I scream; you scream, we all scream for ice cream!

The team at The Preferred Legacy National Trust Bank is keeping the cool summer fun going!

Tiffany Rockstroh, President, loves all things peppermint—and yes, that definitely includes her ice cream (fresh, cool, and perfectly refreshing!).

Now we’re curious… Have you ever tried holiday peppermint ice cream, or is there another flavor that wins your vote? She swears it’s the best; what do you think?

08/26/2026

Administering a trust is often more complex than families expect.

One of the most common challenges is misunderstanding fiduciary responsibilities, particularly around issues like the Principal and Income Act, tax reporting, and distribution rules. These are technical areas that require precision, judgment, and ongoing oversight.

Families frequently underestimate:
• How income and principal must be allocated correctly
• The tax implications of trust decisions
• The personal liability a successor trustee may assume

For many families, this complexity is why naming a professional trustee can provide clarity, continuity, and risk management, without placing an unnecessary burden on a loved one. Learn more: https://www.preferredlegacy.com/

08/24/2026

The team at The Preferred Legacy National Trust Bank is keeping the sweet summer fun going strong!

Melissa Wenzel, Family Office Associate, keeps it rich and classic with chocolate, because you can never go wrong with a timeless favorite (and a little chocolate makes everything better!).

Now we want to know…
Are you a chocolate lover too, or do you reach for something different?

08/21/2026

I scream; you scream, we all scream for ice cream!

The team at The Preferred Legacy National Trust Bank is keeping the summer sweetness going strong!

Kristen Knight, Trust Officer, may be anything but plain, but when it comes to ice cream, she keeps it classic with plain vanilla topped with chocolate syrup and plenty of sprinkles (simple, sweet, and delicious!).

Now we’ve got to ask…
Does that combo sound as yummy to you as it does to us, or would you choose something different?

08/18/2026

If you’ve been putting off creating a will, you’re not alone, but there is no better time than now.

A will isn’t just about money. It’s about:
Protecting your loved ones
Naming guardians for your children
Choosing who receives your assets
Preventing unnecessary stress and conflict
Making your wishes clear and legally binding

Without a will, state law decides what happens to your estate, and that may not reflect your intentions.

Creating a will is one of the most important acts of care you can take for your family. It provides clarity, peace of mind, and protection when it matters most.

This August, take the step. Start the conversation. Make the plan.

https://www.preferredlegacy.com/

08/15/2026

Peace of mind is one of the most valuable outcomes of thoughtful trust administration.

Knowing that responsibilities are clearly defined, assets are professionally managed, and continuity is in place allows families to focus on living, rather than worrying about what comes next.

On National Relaxation Day, it’s a reminder that a strong successor trustee is designed to reduce uncertainty, provide structure, and support long-term confidence for the people you care about.

https://www.preferredlegacy.com/

08/13/2026

I scream; you scream, we all scream for ice cream!

The team at The Preferred Legacy National Trust Bank is keeping the sweet summer vibes coming!

Sheila Slaughter, Chief Operating Officer, loves Strawberry Ice Cream, but only the real deal made with fresh strawberries (because quality matters!).

Now we have to ask…
Have you ever tried fresh strawberry ice cream, or do you stick with another favorite?

08/10/2026

When people hear the word “trustee,” they often think it’s just someone whose name is on the paperwork. But being a trustee is a serious legal and ethical responsibility.

Here is what a trustee actually does:
- Advises on the assets of the trust
- Manages Assets
- Follows the Trust Instructions
- Acts in Beneficiaries’ Best Interests
- Keeps Accurate Records
- Communicates Clearly

Being a trustee isn’t just a title; it’s a commitment to integrity, transparency, and accountability.
If you’ve been named as a trustee (or are thinking about creating a trust), make sure you understand the responsibility involved.

https://www.preferredlegacy.com/

Address

Canton, OH
44718

Website

http://preferredlegacy.com/

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