Insights and Education

Introduction: Turning 18 marks an important legal milestone, granting young adults the ability to make independent decisions regarding their healthcare, finances, and legal matters. While this newfound autonomy is exciting, it also introduces potential risks if the proper protections are not in place. At Avantia, we guide families through the essential estate planning documents that ensure both parents and young adults have clarity and confidence. From healthcare proxies and

Introduction: Wealth Transfer and Estate Planning Challenges 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