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The freedom to leave a legacy to benefit others is a rewarding feeling like no other. But leaving an enduring legacy takes the right solutions – such as trusts, wills and insurance – combined with the prudent selection, balance and placement of investments. To help, we provide an extensive array of tax, trust and financial planning expertise to help ensure your wishes are implemented.
Through proper estate planning, you can help ensure your assets accumulated over your lifetime are preserved for the use you have intended. This can include providing income for your spouse, educating children or grandchildren or leaving money to your favorite charity. A well-designed estate plan can also help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues. And by coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.
Among our estate planning resources is our affiliate, Raymond James Trust, N.A., that can help you preserve the assets you have accumulated while also addressing tax liability issues. A full range of personal trust and estate planning services – including custody and safekeeping, account management for estates and living trusts, irrevocable life insurance trusts, and estate settlement services – is available. In addition, if you are interested in charitably conscious investing while generating income and reducing taxes, we provide access to donor-advised funds, including the Raymond James Charitable Endowment Fund and the Raymond James Pooled Income Funds.