Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Loss of a Spouse/Family Member

What is it? When your spouse or a family member dies, you’ll need to handle numerous financial and legal matters. Even if you’ve always handled […]

An Empty Nest Could Mean a Fuller Wallet

When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” is streaming throughout the auditorium. You beam with pride […]

Estate Planning – An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control […]

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