One of the most valuable assets you can pass down to your heirs is the set of ideals and traditions you’ve built throughout a lifetime. Bequeathing a legacy requires just as much careful planning as the transfer of material wealth, and those who involve the whole family and the right counsel in the endeavor are often rewarded with a plan that perpetuates important moral, community and philanthropic values.

Through our partnership with Raymond James, FLK gives you access to a full-service trust company offering a complete range of personal trust and estate planning services, including custody and safekeeping services, account management for wills and living trusts, irrevocable life insurance trusts, estate settlement services, and specialized trust services on a case-by-case basis. These trust companies also act as trustee for the donor-advised Raymond James Charitable Endowment Fund.

When your family’s legacy is at stake, there is no substitute for professional counsel that is reasoned, rational and scrupulously objective. It is our goal at FLK to build relationships with each client that are committed, established and rooted in trust, so that, together with you, we can build a legacy worthy of your family and your values.

A great way to begin building a framework for sharing feelings about the meaning of charity, community and philanthropy in your family is the Family Mission Statement. This simple exercise can make the often serious and emotional topic a little easier to discuss.