Skip to content
Menu
Home
About Us
About Us
Advisory Team
Advisory Team
Janet Nichols
TJ King
Brady Christensen
Client Care Team
Client Care Team
Laurie Parker
Cynthia Kula
Allie Zampell
Judson M. Mohan Jr
Legacy
Our Investment Philosophy
Private Wealth Advisor
Why Work With a CFP
About Raymond James
Who We Serve
Who We Serve
Business Owners
Corporate Executives
Endowments & Foundations
Families and Individuals
Private Wealth
Retirees
How We Serve
How We Serve
Our Process
Banking and Lending Solutions
Business Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Strategies
Investment Banking
Portfolio Management
Retirement Planning
Sustainable Investing
Resources
Resources
A Closer Look
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Calculators
Living Your Legacy
Living Your Legacy
Career
Community
Family
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
NGK Family Wealth Advisors of Raymond James
881 Carillon Pkwy
Saint Petersburg, FL 33716
T: 727.567.2492
TF: 800.235.3898
F: 866.565.0445
Map and Directions
Map and Directions
Monthly CIO View & Snapshot
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.
Read
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Read
Estate & Giving
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Read
Estate & Giving
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Read
Estate & Giving
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
View
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Read
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.
Read
Estate & Giving
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Read
Estate & Giving
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Read
Estate & Giving
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Read
Estate & Giving
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
View
Family & Lifestyle
Load more
Load more