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  • CompassPoint Wealth Management Group of Raymond James
    101 W 5th St Panama City, FL 32401 T: 850.785.9614 F: 850.785.9481 TF: 866.244.0655
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Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Read
Read
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
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.
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Read
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Read
For Better or Worse, Discuss Your Estate as a Couple
7/9/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving
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Compass Point Wealth Management logoCompass Point Wealth Management logo
  • 101 W 5th St Panama City, FL 32401
  • T: 850.785.9614
  • F: 850.785.9481
  • TF: 866.244.0655
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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