Avantax®

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Estate Planning

Reviewing and/or developing an estate plan is a key component to building your financial plan. Avantax Planning PartnersSM can show the impact of various estate planning strategies through a robust modeling tool. Our full range of estate planning strategies and solutions demonstrate a variety of what-if scenarios. We provide extensive planning with illustrations of estate distribution at any age of death, projected estate, and income in respect of a decedent (IRD) taxes, and potential growth of assets outside of the estate. Our needs analysis can model risk management strategies such as life insurance, long-term care, disability, etc. We can look at the impacts of charitable giving or transfer of wealth and the planning implications of those actions. We facilitate common estate planning strategies including CST, QTIP/QDOT, CRT, CLT, ILIT, QPRT, IDGT, GRAT, FLP, and both revocable and irrevocable trusts. With your CPA considering tax strategies and implications, together we can look at estate planning strategies to maximize giving impact and minimize your tax exposure.