Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

AEGIS Cares Q4 2021 & Q1 2022 Giving Plans

AEGIS Cares Quarter 4 2021 Giving Plan For our Quarter 4 Giving Plan we donated 100 turkeys for Thanksgiving and 75 Hams for Christmas to […]

The Need for Power of Attorney | Under 70

POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]

The Social Security Administration Announces 2022 COLA

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive […]

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