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 Services℠ and Avantax Advisory Services℠ 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 and Financial Solutions*

  • 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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Legacy and Business Succession Plan Consulting

Estate planning is about your stuff and control:

  • Who has control?
  • When do they have control?
  • What stuff do they have control to?
  • Who gets to benefit from my stuff (now and later)?

Legacy Planning is about writing the story you want told about you when you can't be the one to tell it.

Writing your story on your terms is about so much more than deciding who gets what and when will they get it. It is about making sure you pass on the lessons you have accumulated during your lifetime. The word "character" comes from the Greek word meaning "stamp. Family character is the stamp or impression which the family makes on the world. What impression do you want to be left? What values? What story? In short, what legacy?

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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 Services℠.

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