Skip to content
Woodforest AdvisorsWoodforest Advisors
  • Home
  • About Us
    • About Us
    • Ron Folwell, CFP®
    • Laura Folwell
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Approach
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Woodforest Advisors
    1330 Lake Robbins Dr Suite 220 The Woodlands, TX 77380 T: 832.375.2616
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
  • Topic
    • Estate
  • Media
    • Article
    • Infographic
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Read
View
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Read
For Better or Worse, Discuss Your Estate as a Couple
7/9/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving

The future at your fingertips

Woodforest AdvisorsWoodforest Advisors
  • 1330 Lake Robbins Dr Suite 220 The Woodlands, TX 77380
  • T: 832.375.2616
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Woodforest Advisors is separately owned and operated, and not independently registered as an investment adviser. Raymond James is not affiliated with the financial institution or the investment center. Security products are: not deposits, not FDIC/NCUA or government insured, not guaranteed, subject to risk and may lose value.

Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use