Broker Check

Products & Services

We provide assistance in the following areas:

Wealth and Investment Management

Michael Rapps, managing attorney of Rapps & Associates, PLLC, through his affiliation with Avantax Investment Servicesâ„  and Avantax Advisory Servicesâ„  provides a broad array of wealth management services. He can assist with retirement planning, asset management, portfolio analyses and business management. Additionally, through the Avantax platform, he offers a wide range of investment products which include:

Wealth Management

  • Retirement Plans*
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Money Purchasing Plans*
  • Profit Sharing Plans*
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Professionally Managed Portfolios

Investments*

  • Bonds
  • Stock
  • Exchange Traded Funds
  • Government Securities
  • Treasury Bills
  • Treasury Notes
  • Mutual Funds
  • Unit Investment Trusts
  • Life Insurance
  • Long-Term Care Insurance
  • Annuities
  • Structured Products
  • Alternative Investments

We create strategies that are tailored to your needs and goals.

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Financial Planning

Years of experience have prepared us to guide you through your life transitions.

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Estate Planning

Rapps & Associates, PLLC is a leading New York estate and legacy planning law firm, offering highest in-class legal services for individuals, families and business owners.

Our areas of practice range from sophisticated high net-worth planning for families and businesses with complex income and estate tax concerns to elder law and Medicaid planning for individuals in need of long-term care benefits and simultaneous asset protection. We provide all other will, trust and estate services including probate and estate administration.

Elder Law and Estate Planning

  • Traditional and Pour Over Wills
  • Basic and Enhanced Revocable Living Trusts
  • Life Insurance Trusts (ILIT)
  • Medicaid Qualification and Long-Term Care Planning
  • Medicaid Asset Protection Trusts
  • Advanced Planning, Wealth Preservation and Transfer Strategies
  • Buy-Sell Agreements and Business Succession Planning for Family Controlled and Closely Held Businesses

Asset Protection Planning

  • Domestic Asset Protection Trusts
  • Family Limited Partnerships
  • Limited Liability Companies

Income Tax and Charitable Planning

  • Charitable Trusts
  • Private Foundations
  • Gift Agreements
  • IRA Trusts and Customized Beneficiary Designations
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*These services are offered by Michael Rapps through his affiliation with Avantax Investment Servicesâ„ .

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rappsfinancial.com  |  (516) 342-3756