Building an enduring plan for a lasting legacy
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only preserves your assets but also helps you share your wealth with the people and charities you care about most.
All funds held at participating banks in the Bank Deposit Program are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 per depositor, per insured bank, for each account ownership category. Available cash in your Raymond James account is deposited into interest-bearing accounts at up to 12 banks. Raymond James will deposit up to $245,000 ($490,000 for joint accounts of two or more) in each bank on a predetermined bank priority List. Additional information can be found at fdic.gov or by calling 877.ASK.FDIC (877.275.3342).