
Estate and Gift Planning Articles
Avantax Market Update - June 2025
Posted by on June 03, 2025
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax discusses market recovery in May, bond market challenges, trade policy uncertainty, and a positive corporate outlook.
Planning, Saving, and Spending Over a Lifetime
Posted by on September 03, 2024
Trying to save over a lifetime can sometimes feel a bit like a tug-of-war between the present and the future.
Leaving a Legacy: Saving for Your Family’s Financial Future
Posted by on August 29, 2024
Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future.
A Brief History of Estate Taxes
Posted by on August 06, 2024
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
4 Steps to Protecting a Child with Disabilities
Posted by on August 01, 2024
If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone.
A Look at Whole Life Insurance
Posted by on July 18, 2024
In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well.
A Primer on Irrevocable Life Insurance Trusts
Posted by on July 16, 2024
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.
A Living Trust Primer
Posted by on July 11, 2024
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.
3 Estate Challenges for Blended Families
Posted by on July 09, 2024
Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced.
Avantax Market Update - May 2024
Posted by on May 06, 2024
In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.