Insights and Education

Academic Rigor

As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.

Estate Planning Essentials for Young Adults

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

Wealth Planning & Coordination

Jun 6, 2025