A thoughtful estate plan

Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.

Discover the ways we can help Get in touch

Explore services

Expertise in setting up a trust helps ensure control of what happens to your estate.

Preserve assets from creditors' interests and maximize tax savings
Services
Avoid the hassle of probate and keep an estate from public record
Services
Reduce conflict among surviving family members
Services
Leave assets to a disabled loved one without endangering needs-based benefits
Services
Set up a tax-efficient, long-range plan to give now or in the future
Services

Charitable giving strategies, tailored to you

Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.

Need inspiration? Get a practical guide to giving

Benefits of estate planning

Benefits of estate planning

  • Give back to your favorite community organizations and causes
  • Pass your business along in an intentional way
  • Communicate values for the next generation to follow

For your family

  • Provide for loved ones in a thoughtful way
  • Name a family member as charitable account successor
  • Choose the guardian for a minor child

For your financial affairs

  • Reduce your tax exposure through planning
  • Provide funding for final expenses
  • Reduce fees associated with probate

Related Resources

How you can join accredited zoos and aquariums in global conservation efforts.
Read
Estate & Giving
How to start planning for the future of a valuable collection.
Read
Estate & Giving
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Read
Estate & Giving
These cautionary tales of estate planning mistakes offer a few important lessons.
Read
Estate & Giving
Understand the differences between giving vehicles.
Read
Estate & Giving
Create a legacy that passes on so much more than money.
Read
Estate & Giving
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Read
Estate & Giving
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Read
Family & Lifestyle
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
View
Estate & Giving
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
View
Estate & Giving
Knowing these common legacy pitfalls can help your family avoid them.
Read
Estate & Giving
Preparing your heirs for sudden wealth can help prevent unwise spending.
Read
Estate & Giving

Whatever your priorities are in life, we’re here to offer the guidance you seek.

let’s get started
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

The future at your fingertips

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 our 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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use