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.
Strategies for Keeping Your Beloved Home Within the Family
Optimize Your Estate Plan for 2020 and Beyond
Proud Alumna or Alumnus? Explore Strategies for Giving Back
The Timeless Tradition of Charitable Giving
Ideas to Take Your Generosity Further [INFOGRAPHIC]
6 Actions That Can Build an Enduring Philanthropic Legacy
Get to Know Special Needs Trusts
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Who Should You Choose to Execute Your Estate?
Can You Save a Bunch with Bunching?
Did You Know 529s Are Powerful Estate Planning Tools?
How Much or How Little the Kids Inherit
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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.