By JACKSON KEENAN, CFP® Key Takeaways Estate Planning Advantage: The estate and gift tax exemption has been permanently increased to $15M per individual, offering expanded opportunities for wealth transfer. Temporary Social Security Deduction: From 2025 to 2028, retirees with moderate … Read More

 Many of our clients have worked their entire lives to provide lasting security for their loved ones, today and in the future. Eventually, the time will come to pass that wealth on to the next generation. Working with several multigenerational … Read More

At MONTAG, we see your portfolio as more than just a collection of investments but a piece within a broader wealth management strategy that supports your real life. We believe well-informed financial planning helps bring clarity to your complete financial … Read More

At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … Read More