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 with 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.

11/02/2026

This November, Jennifer Koshenko, Trust Operations Manager, shares what she is most grateful for about her community:

“I love that my community has a homey, hometown feel while still offering everything we need. You can see the pride people take in keeping it beautiful, and there are so many local events and businesses that bring people together. I truly love living here; it makes me smile, and smiles are contagious."

At Preferred Legacy, we are grateful for the people, places, and connections that make our communities feel like home.

10/30/2026

This Halloween don’t let your estate plan be the “scary” part of your future.

The real tricks aren’t costumes; they’re things like:
- Outdated beneficiaries
- No clear succession plan
- Missing key documents

The treat? Peace of mind.

A well-structured estate plan helps protect your family, your business, and everything you’ve worked hard to build.

No surprises. No confusion. Just clarity.

https://www.preferredlegacy.com/

10/26/2026

In a landscape of evolving tax laws and economic uncertainty, proactive planning is more important than ever.

Thoughtful strategies can help minimize tax exposure while preserving and transferring wealth in a way that aligns with your long-term goals. Regular reviews and strategic adjustments can make a meaningful difference over time.

https://www.preferredlegacy.com/

10/23/2026

How many tabs should you have open on your work computer?
5? 10? 37? While there’s no magic number, it might be time to close a few if you can’t find the tab you need without playing “Where’s Waldo?”. Our employees at The Preferred Legacy National Trust Bank were all over the place from 3 to 50+ tabs!

https://www.preferredlegacy.com/

10/22/2026

Please join us in welcoming Stephanie Ledbetter Ledbetter, Esquire to the Preferred team as our newest Trust and Family Office Associate!

Stephanie brings an extensive background in legal services and estate planning, along with a deep understanding of the complexities families face when planning for their future. Her experience, knowledge, and client-focused approach make her a valuable addition to our team.

We are excited to have Stephanie on board and look forward to the expertise and care she will bring to our clients and community.

Welcome, Stephanie!

10/20/2026

One of the greatest gifts you can leave your loved ones isn’t just financial independence; it’s clarity.

Without a clear estate plan, families are often left making difficult decisions during emotional times. Uncertainty can lead to confusion, stress, and even conflict.

Clear planning helps:
- Ensure your wishes are understood
- Reduce the risk of disagreements
- Provide guidance when it’s needed most

Estate planning isn’t just about transferring assets—it’s about protecting relationships.

A thoughtful plan today can bring peace of mind for tomorrow.
https://www.preferredlegacy.com/

10/16/2026

Please join us in congratulating Lily Phou Phou on her promotion to Senior Vice President and Director of Family Stewardship & Wealth Strategy!
Lily's passion for serving families, strategic insight, and dedication to excellence have earned this exciting recognition. Congratulations, Lily!

10/16/2026

Is a hot dog a sandwich… or not? Either way, it’s delicious, and that’s the part we can all agree on. And just over 50% of us at The Preferred Legacy National Trust Bank say a hot dog is just a hot dog!

https://www.preferredlegacy.com/

10/15/2026

We are proud to announce the promotion of Salvador Orofino to Senior Vice President and Director of Global Family Stewardship!
Through his dedication to serving global families, thoughtful leadership, and unwavering commitment to detail and excellence, Sal has earned this well-deserved recognition. We are grateful for all he contributes and look forward to his continued success in this new role.
Congratulations, Sal!

10/14/2026

Please join us in congratulating Jenna Shundry Escola on her promotion to Assistant Vice President as our Trust & Estate Administrator!
Jenna's hard work, expertise, and commitment to serving our clients have earned this well-deserved recognition. Congratulations, Jenna!

Address

Canton, OH
44718

Website

http://preferredlegacy.com/

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