Providing for Family

Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, your Raymond James advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.


Estate Planning

A thoughtfully designed estate plan can help assure your wishes are carried out – exactly as you wish. Your Raymond James advisor has the expertise and resources to help you choose the right estate-planning vehicles to see that your family and beneficiaries are cared for in the manner you think best.

Learn More

Education Planning

Though it is best to start the college planning process when your child or grandchild is young, it is never too late. With many vehicles available – 529 savings plans, UGMA/UTMA accounts, Coverdell accounts and more – your Raymond James advisor can help you consider the best way to save for the college education that will give the next generation the start it needs in life.

Learn More

Caring for an Aging Parent

As your parents age, it can be difficult to anticipate the expense of health and long-term care. Your Raymond James advisor can help you consider the rising costs of senior care, from basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.

Learn More

Planning for a Child with Special Needs

As a parent, you want to make sure your child with special needs is taken care of – no matter what. Your Raymond James advisor can help you develop a plan to provide the specialized care your child needs and deserves.

Learn More

 

Commentary & Insights

Giving  |  April 10, 2018
The art of giving

Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind.

Read Article
Family  |  April 3, 2018
Sandwich generation by the numbers [INFOGRAPHIC]

On average, these hardworking caregivers spend 25 hours per week assisting their loved ones.

View Infographic
Retirement  |  April 10, 2018
Nine to five, beyond 65

Why more and more retirees aren’t actually leaving the workplace

Read Article

Find an Advisor

Connect with a Raymond James advisor or office near you.