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 protects your assets but also helps you share your wealth with the people and charities you care about most.
Face to Face Philanthropy
The Gift of Appreciated Stock
The Timeless Tradition of Charitable Giving
Get to Know Special Needs Trusts
Wealth Planning Solutions for Today’s Modern Households
5 Ways a Trust Can Help Create a Legacy That Lasts
Did You Know 529s Are Powerful Estate Planning Tools?
How Much or How Little the Kids Inherit
Choosing the Trustee for a Special Needs Trust
Why Skipping a Generation Can Be a Good Thing
Creating an Inheritance That Lasts Generations
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Resource Management Associates of Raleigh is not a registered broker/dealer and is independent of Raymond James Financial Services.