Families Can Reverse the Generational Money Curse
April 27, 2023
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.
Grandma and Grandpa May Hold the Key to the American Dream
December 14, 2022
How to unlock the American Dream for your kids and grandkids.
2022 Year-End Tax Planning Reminders
December 8, 2022
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 25, 2022
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
February 22, 2022
How AMG helped one family navigate an estate-planning dilemma after Dad died.
Potential Biden-Proposed Tax Changes Becoming Clearer
September 23, 2021
Consider proactive steps even though final tax policy is still uncertain.
The Fine Art of Estate Planning With Collectibles
June 8, 2021
Collectibles present unique challenges when it comes to estate planning.
Leaving a Legacy: How Will I Be Remembered?
April 28, 2021
A guide for using wealth to make a difference in your family, community, and world.
Creating a Legacy Is More than Giving Away Money
January 5, 2021
QUESTION: This past year has been traumatic with a deadly pandemic, political unrest and a recession, all of which have made me reflect on my
How Would You Handle Sudden Wealth?
December 17, 2020
Don’t be taken by surprise by a change in your wealth—have a reliable plan.