Three Things You May Not Know About the Big Beautiful Bill
July 1, 2025
Three tax provisions in Trump’s big beautiful bill that you may not have seen.
AMG’s Mavis McKenley Recognized as 2025 Distinguished Estate Planner
June 5, 2025
Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust, has been recognized as the 2025 Distinguished Estate Planner by the Hampton Roads Estate Planning Council.
Benefits of Spousal Lifetime Access Trusts (SLATs)
February 26, 2025
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Five Ways To Solve the Estate-Tax Trap
February 20, 2025
These five strategies can help wealthy individuals navigate the estate-tax trap.
Financial “Baby Steps” When Planning to Start a Family
February 12, 2025
Take advantage of this qualifying event to put your growing family on firm financial footing.
Saving for a Grandchild’s Education Expenses
February 10, 2025
Lower your taxable estate and transfer significant wealth without paying gift and estate taxes.
End of Life Planning: Are You Good to Go?
February 7, 2025
Many find that
end-of-life planning eases their burden heading into illness
or old age—and is a gift to loved ones.
Take Advantage of the Estate Exemption Now … Before It’s Gone
August 15, 2024
Three strategies for cutting estate taxes that wealthy Americans should consider before the law changes in 2025.
Navigating the Complex Terrain of a High-Net-Worth Divorce
February 1, 2024
Thriving through the divorce process requires making potentially life-altering decisions.
Elder Abuse Affects 1 in 10 Older Adults
June 15, 2023
Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD