Benefits of Spousal Lifetime Access Trusts (SLATs)
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Elder Abuse Affects 1 in 10 Older Adults
Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD
Families Can Reverse the Generational Money Curse
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.
Financial “Baby Steps” When Planning to Start a Family
Take advantage of this qualifying event to put your growing family on firm financial footing.
End of Life Planning: Are You Good to Go?
We all procrastinate. With family and career, there can be so much going on today that it is overwhelming to think about tomorrow. Besides, it’s common to push difficult discussions off to another day. An estate or end-of life plan is often one of those discussions. A problem is that doing this can give a…
Grandma and Grandpa May Hold the Key to the American Dream
How to unlock the American Dream for your kids and grandkids.
2022 Year-End Tax Planning Reminders
Ways to take advantage of current conditions to make your real wealth work harder for you.
Will or No Will, Check Your Beneficiary Designations
August is National Make-a-Will Month, a great time to write or revisit your estate plans.
Tales From the Vault: Solving an Estate Conundrum
How AMG helped one family navigate an estate-planning dilemma after Dad died.
Saving for a Grandchild’s Education Expenses
In this free 9-page report about funding higher education expenses, we outline several strategies to save smartly for college. Among the five strategies to maximize education savings while maintaining eligibility for federal financial aid, we encourage grandparents to think about financially supporting a college-bound student. DOWNLOAD FREE REPORT Helping to pay for college can be a…