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.
Potential Biden-Proposed Tax Changes Becoming Clearer
Consider proactive steps even though final tax policy is still uncertain.
The Fine Art of Estate Planning With Collectibles
Collectibles present unique challenges when it comes to estate planning.
Leaving a Legacy: How Will I Be Remembered?
A guide for using wealth to make a difference in your family, community, and world.
Creating a Legacy Is More than Giving Away Money
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 life and the legacy I will leave for my family. How do I go about creating that legacy? ANSWER: You don’t need significant wealth to pass on a great legacy.…
How Would You Handle Sudden Wealth?
Don’t be taken by surprise by a change in your wealth—have a reliable plan.
Consider Donor-Advised Funds on World Kindness Day
Donor-advised funds are a great way to spread kindness on World Kindness Day and beyond.
Consolidating Your Investments Makes Good Sense
Improve investment decisions and ease administration by consolidating your investments.