Legacy and estate solutions
Effective legacy planning requires both the right vehicles – such as trusts, wills and insurance – combined with the prudent selection, balance and placement of investments. By drawing from Raymond James’ extensive array of tax, trust and financial planning expertise, your financial advisor can help ensure your wishes are implemented.
Among the many resources your financial advisor has at hand is Raymond James Trust N.A., a wholly owned subsidiary of Raymond James Financial. Our trust company currently manages more than $2.7 billion in assets for clients in most of the 50 states and a number of foreign countries. Through your relationship with a Raymond James financial advisor, you have access to the trust company’s wide range of trust and estate planning services.
Under its federal charter, Raymond James Trust may act as trustee, custodian, agent to the trustee or personal representative/executor in a wide variety of trust and estate situations. In these roles, it offers estate settlement services to facilitate what is often a complex and technically demanding process.
Through the trust company, your advisor offers a full array of trust structures, including charitable-giving tools that may also feature tax advantages. These include the Raymond James Charitable Endowment Fund, donor-advised funds, pooled income funds, charitable remainder trusts and charitable remainder annuity trusts. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.