ALG at Morgan Stanley

ALG at Morgan Stanley The Atlantic Legacy Group at Morgan Stanley

Estate planning can feel complex, but having the right documents and beneficiary designations in place can help ensure y...
06/02/2026

Estate planning can feel complex, but having the right documents and beneficiary designations in place can help ensure your wishes are carried out and your loved ones are cared for. If you have experienced a major life event, a change in assets, or it has been a few years since your last review, it may be time for a check-in. We can help you think through the considerations. Let's coordinate when you are ready to discuss.

In the meantime, our website's Financial Focus section contains resources to help you in this process. Learn more here: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

Starting this week, the Atlantic Legacy Group is pivoting its Financial Focus to discuss Legacy Planning. Over the next ...
06/01/2026

Starting this week, the Atlantic Legacy Group is pivoting its Financial Focus to discuss Legacy Planning. Over the next two months, we will be sharing an abundance of resources covering a multitude of areas including Estate Planning, Gifting Limits, Charitable Giving, Wills and Trusts, and more.

Visit our website's newly refreshed Financial Focus section here, and contact us if have any questions: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

# VirginiaBeach

Qualified Opportunity Zones (QOZs) were created under the Tax Cuts and Jobs Act of 2017 to help spur long-term private i...
05/29/2026

Qualified Opportunity Zones (QOZs) were created under the Tax Cuts and Jobs Act of 2017 to help spur long-term private investment in designated low-income communities, while offering eligible investors potential capital gains tax benefits when gains are reinvested through a Qualified Opportunity Fund (QOF).

Visit our website to learn more about how you may be able to utilize them: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

Last week, our team updated our "Economic Outlook" Slide Deck to reflect the market updates and current events of Q1 202...
05/27/2026

Last week, our team updated our "Economic Outlook" Slide Deck to reflect the market updates and current events of Q1 2026, up to the month of May. If you're interested, you may find it in our Quarterly Newsletter and Research tab of our Team Website. Feel free to visit the link below to review and let us know if you'd like to discuss.

https://advisor.morganstanley.com/atlantic-legacy-group -newsletter-and-research

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

Memorial Day is a reminder that the freedoms we plan around were earned through service and sacrifice. Today, we pause t...
05/25/2026

Memorial Day is a reminder that the freedoms we plan around were earned through service and sacrifice. Today, we pause to remember those who gave their lives, and to hold their families in our thoughts.

Happy Memorial Day from the Atlantic Legacy Group.

Atlantic Legacy Group | Featured Website UpdatesWe're sharing a selection of Featured Updates from our team website, tak...
05/22/2026

Atlantic Legacy Group | Featured Website Updates

We're sharing a selection of Featured Updates from our team website, take a look below to learn more.

Quarterly Newsletters & Research
We've refreshed our Economic Outlook Slide Deck with May market updates and key current events. You can find it under the Quarterly Newsletter & Research tab, click here: https://advisor.morganstanley.com/atlantic-legacy-group -newsletter-and-research

Financial Focus
As June approaches, our Financial Focus will shift. Over the next two weeks, we'll begin adding to a growing collection of featured resources on Legacy Transfers, with insights and guidance for you to explore. Click here to read more: https://advisor.morganstanley.com/atlantic-legacy-group -focus-tax

Although tax season is over, there are multiple tax-related deadlines ahead for the remainder of 2026. Morgan Stanley's ...
05/20/2026

Although tax season is over, there are multiple tax-related deadlines ahead for the remainder of 2026. Morgan Stanley's 2026 Tax Tables offers readers an easy reference to help you stay organized and informed as you evaluate additional tax impacts and planning deadlines. Visit our team website below to read the Tax Tables and bookmark the page for quick access throughout the year.

https://advisor.morganstanley.com/atlantic-legacy-group -planning

When it comes to considerations for Traditional IRA contributions versus Roth IRA contributions, the process can be over...
05/12/2026

When it comes to considerations for Traditional IRA contributions versus Roth IRA contributions, the process can be overwhelming. Many investors wonder what options are best for them; we can help. Visit out website via the link below to read a guide on the differences between Traditional and Roth Contributions, and reach out to us when you're ready to discuss.

https://advisor.morganstanley.com/atlantic-legacy-group -focus-tax

Taking full advantage of your 401(k) can be an important part of your long-term financial plan. Many 401(k) plans offer ...
05/07/2026

Taking full advantage of your 401(k) can be an important part of your long-term financial plan. Many 401(k) plans offer not only tax-deferred, but also after-tax contributions. If your plan allows after-tax contributions and in-plan Roth conversions, you may want to consider an in-plan Roth conversion strategy (often called a "mega backdoor Roth"). Feel free to reach out and ask us questions if you're interested.

https://advisor.morganstanley.com/atlantic-legacy-group -contact

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