Effective wealth transfer begins by understanding what portion of your wealth you can leave your heirs. Regardless of your financial success, a poor wealth-transfer plan might generate too much estate tax for your heirs or put your own financial security in peril if you give away too much money during your lifetime.
AMG National Trust Bank — with expertise in ever-changing and complex tax laws, regulations, trust structures and gifting techniques — can guide you to an estate plan that protects your legacy. We help you articulate specific goals related to transferring your assets as well as your values. We strive to completely understand your overall financial and investment goals and bring that knowledge to your wealth transfer planning. Working hand-in-hand with your attorneys, we can help you create a plan for your wealth and legacy to endure.