• Estate, Charitable Giving & Trust Services

    Your legacy, thoughtfully planned and preserved

    There is a tendency to think legacy planning can wait until later in life. But if you have a vision for the future – and how you want it to unfold – the surest way to protect that vision is through comprehensive planning.

    A carefully crafted plan can account for your family, your beneficiaries, your business, your favorite charities, your wealth and, most importantly, your wishes. Effective legacy planning combines choosing the right vehicles – wills, trusts, insurance and more – with the prudent selection, balance and placement of investments.

    Drawing from Raymond James’ extensive array of trust and financial planning expertise, your advisor can help ensure your wishes are implemented.

    Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

    Estate Planning

    Your wishes, carried out as you intended

    Building an estate is one thing. Protecting it so it can meet your needs and be passed onto your heirs is quite another. Your Raymond James advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

    Charitable Giving

    Giving to the causes you care about

    True wealth can arguably be measured by one’s compassion and generosity. Your Raymond James advisor can help you incorporate charitable giving into your overall financial plan, assuring you give to the organizations and charities you are most passionate about – all in a smart, tax-efficient manner.

    Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

    Trust Services

    Taking control of your wealth, your legacy

    We all know how important it is to have a will. A trust offers even greater control and privacy. With a designated third party acting on your behalf, a trust helps you to avoid probate, while allowing you to be even more specific about how and when assets transfer to your heirs. A trust can save time, court fees and potentially reduce estate taxes.

    Solutions & Services

    Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James Financial Advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

    Raymond James Trust

    Experts in trusts, and your exact wishes

    Sometimes it’s hard to know where to start. Your Raymond James advisor has access to a trusted name in legacy planning with Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial, Inc. Our skilled professionals deal exclusively with trust issues, providing solutions tailored to individual needs.

    Raymond James Trust

    Commentary & Insights

    Markets & Investing  |  March 23, 2020

    Stocks are breaking records, but not the kind investors want

    Equities remain defensive as investors await the largest relief package in history.

    Read Article about Stocks are breaking records, but not the kind investors want
    Markets & Investing  |  March 19, 2020

    Oil market caught between COVID-19 and a price war

    Energy Analyst Pavel Molchanov thinks that 2020 may see a steeper drop in demand than 2008 and 2009 combined.

    Read Article about Oil market caught between COVID-19 and a price war
    Markets & Investing  |  March 18, 2020

    Volatility continues as fiscal stimulus package takes shape

    “The biggest point we can make is to have patience and stay calm,” says Chief Investment Officer Larry Adam. “There is significant fiscal stimulus coming.”

    Read Article about Volatility continues as fiscal stimulus package takes shape

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