At Avitas, we encourage clients to “organize” their financial picture. Our Total Wealth Organizer is an easy, effective tool to help you see your current financial condition and outline the steps needed to reach your objectives.
A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes on highly appreciated assets, however when income is distributed to the income beneficiaries it is taxable; receive an...
