Between 1980 and 2008, the number of employees covered by a defined benefit pension plan has decreased from 38 percent to 20 percent. This decline has led to more employees contributing assets to qualified plans such as IRAs and 401(k)s, and these plans can make up a substantial portion of the client’s estate. When advising a client with regard to their estate plan, it is important to give special consideration to these plans and the beneficiary designation associated with them. The beneficiary designation determines how long
The Advisor News section is dedicated to trust and estate planning attorneys. It is a place where current estate planning issues and news will be shared.
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More than 3.5 million Americans live with an autism spectrum disorder. Approximately 1 in 700 babies in the US is born with Down syndrome .
The best way to contact a specific officer or administrator by phone is to dial their direct number.
If you have a four digit extension, simply dial 312.752.XXXX to contact the team member. Click through below to access a list of our direct dial numbers.
It is very tempting to stick with the familiar. A preference for what feels comfortable may be even stronger for purchases involving high stakes. Our September market brief examines the hometown bias and encourages us to think investing in the unfamiliar.
Although it took effect in 2013, the new Illinois Directed Trust Statute (760 ILCS 16.3 and 16.7) has not been widely used. It may well be one that attorneys should seriously consider.
The ATG Trust Company team is proud to welcome our newest trust officer, Shannon James. Shannon has extensive experience working with clients in diverse situations. Her ability to build strong relationships with clients, family members, care managers and attorneys makes her a tremendous asset to the ATG TC team.
The Monthly Market Review considers the question, "Is the American economy anemic or Goldilocks lite?" The review examines the 50+ years of American economic growth and contemplate the ramifications of recent evidence that the growth is rate is slowing.
Read more about these and other issues in our Monthly Market Review.
Cynthia (Cindy) Tolan, an attorney with more than 15 years experience in estate and trust administration, estate planning, and elder law, has joined the ATG Trust Company as trust officer.
If you receive ATG Trust statements in the mail, you may have noticed something new in your envelope.