Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Estate & Giving
Maximizing inheritance with a step up
The adjustment in basis is a crucial tax consideration – what can it mean for you?
Estate & Giving
The results are in – families want to give back and give big
Discover key insights about strategic giving, courtesy of Nicole Hisler, director of charitable solutions at Raymond James Trust.
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
The many business benefits of participating in charity
How to involve your employees and customers in the process.
Estate & Giving
Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
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
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
