This episode is one of our thought leaders and features Ron Caffrey who is VP and trust consultant at Raymond James Trust. He discusses valuable insights to consider when it comes to your legacy planning and shares some considerations for those who might benefit from a corporate trustee. If you would like to learn more about the resources available on this topic please contact us and we can discuss what might be suitable for your situation and goals. You can reach us through our website capitaledgewealth.com.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.