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William Pettit

Raymond JamesRaymond James
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  • El Paso, TX-AKJ
    5822 Cromo Dr. Suite 320 El Paso, TX 79912 T: 915.440.4265
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Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Read
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Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Read
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Estate & Giving

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

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William Pettit

Raymond JamesRaymond James
  • 5822 Cromo Dr. Suite 320 El Paso, TX 79912
  • 915.440.4265
  • Map & Directions
  • Map & Directions

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