Ava J. Archibald, EA
Principal/Wealth Transition Practice Leader
As part of the Wealth Transition Team of Eide Bailly, I assist our clients in transferring their wealth or business on to the next generation in a holistic manner. I enjoy working with our clients to entertain a number of options and arrive at a plan that is understood and best fits their personal goals.
OVERVIEW
Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning.
When you work with Ava, you get a big picture advisor. She understands that you’ve worked a lifetime building your assets and will do all she can to help you protect your wealth. Ava looks at your entire plan from both a tax and financial perspective, listening to your goals, reviewing your planning documents and illuminating the finer points so all parties have a clear picture of what the numbers will look like as that plan is carried out.
When she’s not helping you map out your financial future, Ava enjoys spending time with her family out in the great outdoors. As often as they can, they escape to lakes country to spend time fishing, hiking and golfing.
QUALIFICATIONS
Memberships
- Red River Valley Estate Planning Council
Designations/Licensures
- IRS Enrolled Agent
Education
- Associate of Science, Business – University of Minnesota, Crookston
KNOWLEDGE
Client Work
- Provided estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning.
- Assisted clients with the development and execution of their estate plan.
- Advised clients on establishing lifetime gifting strategies such as the use of GRATs, IDGTs, charitable trusts, family partnership and sales to grantor trusts.
- Presented educational workshops and seminars on estate, gift and fiduciary tax and wealth transition opportunities.
COMMUNITY
Community Involvement
- FMPM Rotary – Treasurer