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.

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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.

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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.

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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.

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Commentary & Insights

Estate & Giving

8 essential documents for your estate plan

Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.

Read Article about 8 essential documents for your estate plan
Markets & Investing  |  March 9, 2021

Does inflation threaten this bull market?

No, says CIO Larry Adam – if the move is gradual. “When core inflation has been between 1% and 4%, the S&P 500 has actually been able to notch above-average performance.”

Watch Video about Does inflation threaten this bull market?
Retirement & Longevity

Remember: RMDs waived for 2020, not 2021

The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.

Read Article about Remember: RMDs waived for 2020, not 2021

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