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  • Andrea Patrick
    Brownwood Paddock Square 2631 W Torch Lake Dr The Villages, FL 32163-2001 D: 352.571.3124 M: 352.653.5500
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Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Read
Read
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Estate planning and your loved ones long-term care
Ensure your family member with special needs is cared for after you’re gone.
Estate & Giving
Watch Video
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
View
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
View
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.
Estate & Giving
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Retirement & Longevity
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
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The future at your fingertips

Andrea Patrick

Raymond JamesRaymond James
  • Andrea Patrick
  • Brownwood Paddock Square 2631 W Torch Lake Dr The Villages, FL 32163-2001
  • D: 352.571.3124
  • M: 352.653.5500
  • Map & Directions
  • Map & Directions

 

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