Insights and Education

Academic Rigor

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

Essential Estate Planning for Children Reaching the Age of Majority.

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

Wealth Planning & Coordination

Jun 6