ESTATE AND GIFT PLANNING

Regardless of your overall net worth, there are several non-tax reasons to fully engage your advisor on the subject of estate planning. Beyond minimizing the tax bill, your advisor can help you craft an estate plan that addresses many vital issues, such as who gets what, when and how much.

  • Wealth Transfer and Tax Reduction

  • Charitable Gifting

  • Trust Services

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency

 

The Avantax family of companies exclusively provide investment products and services through its representatives.

Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.

Please note that not all of the investments and services mentioned are available in every state.

 

© 2020 by GPP Wealth Management LLC. All Rights Reserved.