Skip to content
Menu
Home
Our Clients
Our Clients
Families and Individuals
Pre-Retirees
Sudden Wealth
Retirees
Women Investors
Services
Services
4Q24 Market Outlook Seminar
Financial Planning
Retirement Planning
Portfolio Management
Investment Management
Investment Strategies
Education Planning
Longevity Planning
Longevity Planning
Longevity Planning Resources
Risk Management
Fixed Income Services
Sustainable Investing
Alternative Investments
Estate, Charitable Giving & Trust
About Us
About Us
Our Approach
What Makes Us Different
About Raymond James
Juan Rojas
Michael Lipkins
Resources
Resources
Commentary and Insights
Newsletter
4Q24 Market Outlook Seminar
Client Access Videos
Digital Account
WorthWhile
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Phases Financial Group
703 High Street
Palo Alto, CA 94301
T: 650.313.2740
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Education
Media
Article
Infographic
Newsletter
Video
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Read
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Read
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Read
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Read
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Read
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth ...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While ...
Read
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
View
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Read
Estate & Giving
Load more
Load more