Legacy beyond wealth
Estate planning can be a tool of both generational wealth and self-actualization.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
Sharing a wealth epiphany
When wealth arrives quickly, generosity – and planning – can be the key to helping it endure.
Estate & Giving
Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle
Putting your digital life in order
How to include online services, important documents and digital family mementos in your estate plan
Technology & Innovation
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
- CPB Capital Group of Raymond James
- 200 Crescent Court Suite 1030 Dallas, TX 75201
- O: 214.965.7611
- F: 214.273.2630
