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 Planning for Couples Marrying Later in Life
February 13, 2025
Protect the life and wealth you have already accumulated.
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.
The Gray Divorce Revolution: How to Keep Your Golden Years Golden
February 12, 2025
Disentangling complex finances later in life can severely impact past planning and future wealth.
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.
Retirement Planning: Is There a Best Age?
February 6, 2025
Instead of defaulting to age 65, it may be better to pursue a personal retirement target.
2025-2027 Economic Outlook: Expectation of a Soft Landing
February 4, 2025
WEBINAR REPLAY: See AMG experts discuss their forward outlook for the economy and markets.
New AMG Report: Expect That Soft Landing in 2025
January 23, 2025
Anticipate solid, steady economic growth of around 2%, according to AMG’s three-year outlook.