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.
Who Gets What, When?
5 Reasons Wealth Transfers Fail
Skipping a Generation Can Offer Tangible Tax Perks
Options for Addressing a Wayward Child in Your Will
The Arts Mean Business
The Art of Giving
7 Beneficiary Decisions You Might Want to Reconsider
Estate Planning Challenges for Heirs in America
Should Your Estate Plan Address Addiction?
Face to Face Philanthropy
The Gift of Appreciated Stock
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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.