Estate, Charitable Giving & Trust Services

Your legacy, thoughtfully planned and preserved

There is a tendency to think legacy planning can wait until later in life. But if you have a vision for the future – and how you want it to unfold – the surest way to protect that vision is through comprehensive planning.

A carefully crafted plan can account for your family, your beneficiaries, your business, your favorite charities, your wealth and, most importantly, your wishes. Effective legacy planning combines choosing the right vehicles – wills, trusts, insurance and more – with the prudent selection, balance and placement of investments.

Drawing from Raymond James’ extensive array of trust and financial planning expertise, your advisor can help ensure your wishes are implemented.

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Estate Planning

Your wishes, carried out as you intended

Building an estate is one thing. Protecting it so it can meet your needs and be passed onto your heirs is quite another. Your Raymond James advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

Charitable Giving

Giving to the causes you care about

True wealth can arguably be measured by one’s compassion and generosity. Your Raymond James advisor can help you incorporate charitable giving into your overall financial plan, assuring you give to the organizations and charities you are most passionate about – all in a smart, tax-efficient manner.

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Trust Services

Taking control of your wealth, your legacy

We all know how important it is to have a will. A trust offers even greater control and privacy. With a designated third party acting on your behalf, a trust helps you to avoid probate, while allowing you to be even more specific about how and when assets transfer to your heirs. A trust can save time, court fees and potentially reduce estate taxes.

Solutions & Services

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Raymond James Trust

Experts in trusts, and your exact wishes

Sometimes it’s hard to know where to start. Your Raymond James advisor has access to a trusted name in legacy planning with Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial, Inc. Our skilled professionals deal exclusively with trust issues, providing solutions tailored to individual needs.

Raymond James Trust

Commentary & Insights

Market Updates  |  March 30, 2017
Equity investors focused on tax reform possibility

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent influence of politics on investor sentiment.

Read More
Retirement  |  March 27, 2017
Medicare resources

Rising healthcare costs are a primary concern of retiring investors. Learn more about your Medicare options with these informational resources.

Learn More
Investment Strategy  |  March 23, 2017
Six myths about sustainable investing

While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.

Read More

Find an Advisor

Connect with a Raymond James advisor or office near you.