Estate and Tax Planning

We can't help you live forever. But we can help make what you've built endure.

Remember the old adage about death and taxes? Unfortunately, we can't eliminate either of those risks – and we can only help minimize the potential effects of the second one. But while both are certainties for everybody, your level of wealth brings uniquely substantial estate- and tax-planning challenges.

We want to help make what you've built last. So, we'll evaluate your situation and make appropriate recommendations. We'll conduct an independent review of your estate plan, evaluating each part of it to ensure it's well-positioned to fulfill your wishes. For example, are the right documents in place? Are there other methods we can use that might address your needs more effectively?

As highly experienced wealth management professionals for affluent clients, we maintain a deep grasp of the latest and most innovative tax-savvy investment methods, as well as estate- and tax-planning strategies for high-net-worth investors like you. And in keeping with our philosophy of holistic wealth management, we'll work closely with your other professional advisors – such as your estate attorney or trust administrator – to help ensure seamless implementation of your plan.

As with every other piece of your customized wealth management strategy, the estate- and tax-planning methods we use will complement your Investment Policy Statement to help ensure the maximum level of effectiveness and value.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.