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  • Legacy Financial Group
    411 Scotland St Williamsburg, VA 23185-3623 T: 757.220.9730 F: 866.326.9495 TF: 877.542.9346
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Establishing a Trust? These States Have Favorable Legislation
3/18/2021
Review the locations that may provide a leg up when it comes to flexibility, asset protection and tax minimization.
Estate & Giving
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
Read
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The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Who Should You Choose to Execute Your Estate?
1/26/2021
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Strategies for Keeping Your Beloved Home Within the Family
1/25/2021
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
“No Kids” Shouldn't Mean “No Estate Plan”
12/8/2020
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Read
The Gift of Appreciated Stock
11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Read
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
Evaluating a Nonprofit? Ask Some Common For-Profit Questions
9/25/2020
These tried-and-true business practices could influence your charitable giving decisions.
Estate & Giving
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Legacy Financial Group logoLegacy Financial Group logo
  • Legacy Financial Group: 411 Scotland St Williamsburg, VA 23185-3623
  • T: 757.220.9730
  • F: 866.326.9495
  • TF: 877.542.9346
  • 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 your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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