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  • Oberlin Group Wealth Advisors of Raymond James
    2060 E Paris Ave SE Ste 250 Grand Rapids, MI 49546-6500 T: 616.974.3003 F: 866.522.9604 TF: 800.451.0479
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  • Oberlin Group Wealth Advisors of Raymond James
    13818 South West Bay Shore Drive Ste 1B Traverse City, MI 49684
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Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Read
Read
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Read
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Estate & Giving
Read
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Read
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving
5 Reasons Wealth Transfers Fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

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The Oberlin Group of Raymond James logoThe Oberlin Group of Raymond James logo
  • 2060 E Paris Ave SE Ste 250 Grand Rapids, MI 49546-6500
  • 616.974.3003
  • 866.522.9604
  • 800.451.0479
  • Map & Directions
  • Map & Directions
  • 13818 South West Bay Shore Drive Ste 1B Traverse City, MI 49684
  • Map & Directions
  • Map & Directions

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