Author archive

By Brad Capinas My career in the financial services industry has spanned four decades, most of it as an...

Skyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note…

MONTAG Viewpoints Q1 2019 Click here for our website disclosure.

Have you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic…

We all talk about it and think it’s a good idea and then we make the same New Year’s…

MONTAG Viewpoints Q4 2018 Click here for our website disclosure.

MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School.  The Atlanta,...

As we mentioned in our last quarterly newsletter, Viewpoints, we are committed to keeping abreast of any changes that…

As we approach the end of the year, we have a few administrative reminders for clients:
Required Minimum Distributions (RMDs)…

By HALEY A. SCHWARTZ, ESQ. Your legacy is not just a collection of your possessions and assets that you...