ALG at Morgan Stanley

ALG at Morgan Stanley The Atlantic Legacy Group at Morgan Stanley

The Atlantic Legacy Group would like to invite you to a webinar where we will discuss asset transfers and efficient gift...
06/23/2026

The Atlantic Legacy Group would like to invite you to a webinar where we will discuss asset transfers and efficient gifting. The event is hosted by Pierson, Jr. and starts at 4:15PM ET on June 30th. Kindly RSVP by clicking the link below and enter your information on the Zoom Registration page. We look forward to seeing you.

https://morganstanley.zoom.us/webinar/register/WN_1zHhRS5rTPKs_fi8zq-hKA #/registration

Happy Father's Day to all the incredible fathers and father figures out there!
06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Blac...
06/19/2026

On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Black Americans.

Gifting can be a meaningful way to support loved ones. Staying mindful of your limits, and what you can do within them, ...
06/16/2026

Gifting can be a meaningful way to support loved ones. Staying mindful of your limits, and what you can do within them, is key. The Atlantic Legacy Group's website currently offers a selection of materials to assist you in your gifting. Visit our practice's Financial Focus tab to learn more.

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

Legacy planning isn't only about after death. Documents like a durable financial power of attorney and a health care dir...
06/09/2026

Legacy planning isn't only about after death. Documents like a durable financial power of attorney and a health care directive can help name who can make financial and health care decisions for you if you can't; we're here if you'd like guidance on next steps. Visit our Financial Focus tab at our website below to learn more.

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

Wills and trusts are both essential estate-planning tools—but they serve different purposes. Choosing which is the right...
06/09/2026

Wills and trusts are both essential estate-planning tools—but they serve different purposes. Choosing which is the right approach often depends on your goals, family dynamics, and the complexity of your estate. If you're unsure where to start, we can help you understand the options and coordinate with your legal and tax professionals.

Visit our website's Financial Focus section to learn more and take the next step: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

Helping your children (or grandchildren) financially can be meaningful, but it's important to understand the gifting rul...
06/04/2026

Helping your children (or grandchildren) financially can be meaningful, but it's important to understand the gifting rules. Amounts above the annual exclusion generally apply toward your lifetime federal estate and gift tax exemption. If you're considering gifts this year, let's connect and coordinate gifting with your broader goals and legacy plan.

In the meantime, visit our Website's Financial Focus section to learn more: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

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

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