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Securities offered through Avantax Investment Services   , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services   . Insurance services offered through an Avantax affiliated insurance agency. Method 10® is the property of 1st Global Capital Corp. 2019. All Rights Reserved.

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Estate Planning

Concept

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.

Strategies

  • Legacy planning

  • Tax reduction

  • Wealth transfer

  • charitable giving

  • Trust services

  • Wills

  • Irrevocable life insurance trusts