Solidify your legacy
A thoughtful, personalized estate plan has the power to help preserve and transfer the wealth you’ve worked hard to accumulate to the people and organizations you care about most. Our estate planning services encompass a range of capabilities to organize your financial affairs and, ultimately, help ensure your legacy and values are protected and honored for generations.
- Review Wills, Trusts & Powers of Attorney
- Minimizing Estate Taxes
- Letter of Wishes
- Trusted Contact Person
- Corporate Executors/Agents
- Review Beneficiaries
- Eldercare Planning
- Aging Well
- Support for Surviving Spouse & Family
- Review Guardianship for Minor Children
- Planning for Special Needs
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
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