Author archive

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...

MONTAG Viewpoints Q3 2018 Click here for our website disclosure.

By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1  Many believe...

MONTAG Viewpoints Q2 2018 Click here for our website disclosure.

By MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian...

By BEAU MILLER   The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare...

Following the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect...