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    Hoist the Anchor and Diversify to Non-Dollar Assets
    July 10, 2025
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    Tariff Phenomenon Messes With GDP
    July 3, 2025
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    Three Things You May Not Know About the Big Beautiful Bill
    July 1, 2025
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    Why Is the Dollar Losing Its Luster?
    June 26, 2025
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Photo collage of the capital building, the U.S. flag, and money

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.

Mavis McKenley, Vice President and Senior Trust Officer at AMG National Trust

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.

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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.

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Five Ways To Solve the Estate-Tax Trap

February 20, 2025

These five strategies can help wealthy individuals navigate the estate-tax trap.

Two people holding hands with crochet baby slippers

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.

Lower your taxable estate and transfer significant wealth without paying gift and estate taxes.

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.

Photo of a house, money, and a gift, to represent an estate trust

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.

Five crucial financial planning considerations.

Navigating the Complex Terrain of a High-Net-Worth Divorce

February 1, 2024

Thriving through the divorce process requires making potentially life-altering decisions.

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Elder Abuse Affects 1 in 10 Older Adults

June 15, 2023

Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD

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