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
  • Simple IRA
  • Brokerage Accounts
  • Professionally Managed Portfolios


  • 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.

Learn more

Financial Planning

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

Learn more

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
Learn more

*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.  |  (516) 342-3756