Insights and Education

Turning 18 marks a significant milestone, not just in personal freedom, but in legal responsibility as well. As young adults gain the ability to vote, sign contracts, and make independent healthcare decisions, it's essential to ensure they have the proper legal documents in place to navigate these new responsibilities confidently. In our latest article, Avantia Executive Director Billy Howard outlines the key estate planning steps every family should consider when a child rea

As our clients’ wealth grows, we look to bring effective planning techniques to their attention.  One such area of planning is around gift taxes. When clients have amassed a significant amount of wealth that will cover their future needs and goals and also puts them in a position where their estate might be subjected to taxes, they may start considering techniques that can help them transfer their wealth to the next generation in a more tax-efficient manner. One such techniqu