PRESERVE WEALTH FOR THE USE INTENDEDWealth Transfers and Your Legacy

Transfer Assets and Hand Down a Legacy

Estate management is an essential part of any investment plan. Whether providing income to a spouse, education for children and grandchildren, or leaving money to an important cause, thorough estate planning will help ensure that the assets you have accumulated during your life are managed and distributed in the manner you intend. We offer a broad range of financial vehicles designed to mitigate tax issues and efficiently transfer wealth from generation to generation.

Estate Planning, Wealth Transfers, and Your Legacy:

Our Wealth Advisors Provide A Guiding Hand For Reaching These Goals:

  • Develop An Estate Plan
  • Create An Education Savings Strategy
  • Provide a Spouse With Income and Insurance
  • Support the Causes Meaningful to You

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.