Building an enduring plan for a lasting legacy

Sharing your wealth with others is rewarding. It requires careful planning to ensure your financial legacy benefits your loved ones or a cherished charity. An estate plan controls asset distribution, benefiting you, your family, and your causes, and mitigates future pitfalls. We collaborate with your legal and accounting professionals to develop a personalized plan that not only protects your assets but also enables you to share your wealth with those you hold dear.

  • Planning your estate is crucial to avoid unnecessary taxes, time, and emotional stress for loved ones. We provide a positive, comprehensive approach to legacy planning, preserving your family values and ensuring efficient asset transfer. We collaborate with experts in trusts, estates, insurance, and philanthropy, and consult with your legal and accounting professionals to ensure a well-coordinated approach.

  • Estate planning tools like wills, trusts, and insurance policies provide control over your assets, regardless of their size. Such tools ensure that your estate is managed as you wish, potentially avoiding court involvement during incapacity. They can help specify the handling of business interests or familial gifts, and can even establish a charitable legacy. Our team will assist you in creating a well-informed plan, facilitating effective communication with your professional team.

  • Incorporating charitable giving into your financial and estate plans allows you to support the causes you care about, both now and in the future. It plays a crucial role in wealth management, with multiple strategic approaches available, each offering varying levels of control and tax benefits. These strategies can provide tax deductions and continuous income streams. We aim to ensure tax-efficient giving, protecting your charitable gifts and the beneficiaries of your estate. Our team can offer advice that benefits you today and helps shape your legacy for the future.

    This information is general in nature, and is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. Raymond James does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.

The art of giving what you can't take with you

How to start planning for the future of a valuable collection.
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Estate & Giving

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
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Estate & Giving

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
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Estate & Giving

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.
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Estate & Giving

Sharing something of significance

Create a legacy that passes on so much more than money.
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Estate & Giving

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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Estate & Giving

Did you know 529s are powerful estate planning tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
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Family & Lifestyle

The gift of philanthropic planning [INFOGRAPHIC]

Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving

The roles of trusts [INFOGRAPHIC]

These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
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Estate & Giving

5 reasons wealth transfers fail

Knowing these common legacy pitfalls can help your family avoid them.
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Estate & Giving

Tips for creating an inheritance that lasts generations

Preparing your heirs for sudden wealth can help prevent unwise spending.
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Estate & Giving

“No kids” shouldn't mean “no estate plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
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Estate & Giving