Skip to content
envelope
  • O: 508.696.5996
  • TF: 877.696.5996
  • F: 508.696.5986
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • Jonathan R. Laird
    • Sarah J. Laird
    • Why Work With a CFP
    • Our Approach
    • What Makes Us Different
    • About Lightship Capital Management
    • About Raymond James
  • Clients
    • Clients
    • Business Owners
    • Families and Individuals
    • Retirees
    • Sudden Wealth
  • Services
    • Services
    • Financial Planning
    • Retirement Planning
    • Portfolio Management
    • Investment Strategies
    • Sustainable Investing
    • Education Planning
    • Estate Charitable Giving & Trust
    • Banking & Lending Solutions
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Overnight Mail
    31 Beach Rd, Ste A204 Vineyard Haven, MA 02568
  • Regular Mail
    PO Box 2261 Vineyard Haven, MA 02568 O: 508.696.5996 TF: 877.696.5996 F: 508.696.5986
Lightship Capital Management logoLightship Capital Management logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
  • Media
    • Article
    • Infographic
    • Newsletter
    • Video
Global giving
A guide to tax considerations and trusted partners.
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
Read
Read
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
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Always here for you
Lightship Capital Management logoLightship Capital Management logo
  • Overnight Mail 31 Beach Rd, Ste A204 Vineyard Haven, MA 02568
  • Regular Mail PO Box 2261 Vineyard Haven, MA 02568
  • O 508.696.5996
  • TF 877.696.5996
  • F 508.696.5986
envelope

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use