ADVISOR NEWS

Ashleigh C. Rousseau's Note "...explores the implications of not only a name change but also a change in gender for a beneficiary named in a will using their previous identity. Raising a question, may a transgender individual accept their bequest under the will when a decedent names a transgender individual as a beneficiary and uses that individual's birth name and gender?"

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

As the landscape of the corporate fiduciary world continues to evolve; and as the demands to increase revenue continue to mount; trust companies may be tempted to expand their offerings and venture into less well-known areas of trust administration.  Although there can be economic benefits to engaging in obscure trusts; it is wise to understand some of the pitfalls that might also occur.

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

New virtual brochure for anyone interested in services offered by ATG Trust Company.

Our Quarterly Market Insights publication offers a review of the quarter and also our outlook for the coming months. This publication features a “spotlight” topic and also highlights news in the economy, equities and fixed income asset classes with a focus placed on our outlook for the markets and economy.

There have been a lot of changes in the past couple of weeks that could impact decisions you make regarding your taxes and tax returns. In order to keep you up to date, we share the following topics which might impact you.

ATG Trust Responds to Coronavirus