REQUEST: Estate Planning Primer
Because all families are not cast from the same mold, each family will face some ticklish personal issues as they put together their estate plan. Neglecting these issues can result in a depleted estate, discordant survivors, or negation of one’s values and preferences.
This is where AMG National Trust can help.
Our detailed 25-page Estate Planning Primer, was created as an aid to help you understand specialized estate and trust topics and terms.
Topics covered in the primer:
- Guidance for Your Loved Ones
- Computation of Transfer Tax at Death
- A Look at Probate
- Methods of Transferring Wealth
- Formulating Estate Plan Objectives
- Generational Planning and Gifting of Excess Wealth
- Preserving Estate Value
- Implementing the Estate Plan
“I don’t believe I have ever heard of a more responsive, personal, and helpful trust bank. Another family member has a trust that has been with several different banks. None of these banks have been as helpful as AMG.”
—JENNIFER, Trust Client
Take Time Now to Achieve the Legacy You Desire
This information is for general information use only. It is not tailored to any specific situation, is not intended to be investment, tax, financial, legal, or other advice and should not be relied on as such. AMG’s opinions are subject to change without notice, and this report may not be updated to reflect changes in opinion. Forecasts, estimates, and certain other information contained herein are based on proprietary research and should not be considered investment advice or a recommendation to buy, sell or hold any particular security, strategy, or investment product.