Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.
Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.