Managing My Estate

It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. Your Raymond James advisor can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.


General Estate Planning

Estate planning provides you with greater control over the ways your wealth will provide for the loved ones, business associates or charitable organizations that mean the most to you. Your Raymond James advisor will help you consider the appropriate vehicles – wills, trusts, insurance and more – to manage tax implications and distribution methods. Estate planning ensures your wishes are carried out.*

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Family Conversations

As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. Your Raymond James advisor can help you make sure everyone knows where to turn.


Document Preparation and Review

With so much to keep track of, it’s important to write things down. From important legal documents – a will, healthcare directives, even a list of accounts – to heartfelt communiques to loved ones, your Raymond James advisor can help you prepare and safeguard important documents to ease the stress on loved ones during a difficult time.


Trust Services

From minimizing estate taxes to providing detailed distribution instructions, a trust gives you a greater degree of control over your estate. Your Raymond James advisor can navigate the many types of available trusts, helping you select the vehicle that best suits your goals, needs and wishes.*

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Charitable Giving

Through the charitable organizations whose missions you hold dear, you have the capacity to touch many lives. Your Raymond James advisor can help you incorporate charitable giving into your wealth management plan, taking into account tax implications that allow your goodwill to do the most good.

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*Raymond James does not offer tax or legal advice. Please consult the appropriate professional before making any decision that may affect your tax or legal situation.

Commentary & Insights

Economy  |  February 22, 2019

Trade war likely headed toward a "mini-deal" [VIDEO]

“Longer term, the hope is that tariff barriers come down,” says Washington Policy Analyst Ed Mills, “and that this is a positive to both [economies].”

Watch Video about Trade war likely headed toward a "mini-deal" [VIDEO]
Taxes  |  February 25, 2019

Tax season resources

Consider these strategies and insights for making the most out of the current tax season.

Learn More about Tax season resources
Business Owners  |  February 4, 2019

A perfectly timed – and planned – exit

Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.

Read Article about A perfectly timed – and planned – exit

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