Estate & Legacy Planning

We strongly encourage all of our clients at any stage of life to have an estate plan in place. Consider your age, health, finances, and other personal matters to decide what documentation is suitable for your medical and financial affairs. Creating a detailed and organized plan will help minimize any challenges, conflicts, or confusion that could arise after your passing or incapacitation.

Communicate your wishes to your loved ones included in your estate plan to ensure they are aware of their role and understand their responsibilities. Make your estate documents and any important information easily accessible for when the time comes. This can significantly ease stress for those tasked with settling your affairs.

Our team is here to provide you and your family with financial knowledge and estate planning guidance. We are happy to work with your Estate Planning Attorney and C.P.A. to build a thorough and binding plan. Our goal is to preserve your assets and facilitate a seamless path for distributing your wealth to your loved ones or charities according to your wishes.

We ask that you periodically review your Raymond James accounts to ensure your beneficiary designations are on file, accurate, and up to date. We also ask that you inform us of any life changes applicable to your accounts including marriages, birth or death of a family member, new Trust documents/amendments, fiduciary appointments, trading authorizations, and Power of Attorney documents.

Here are a few resources to help guide you in creating and maintaining a comprehensive estate plan.

Developing a Successful Estate Plan White Paper

Important Estate Planning Conversations

Explaining Core Estate Planning Documents

Financial Recordkeeping Brochure

You can also find additional up to date articles on our website in the “Our Services” tab.
Estate, Charitable Giving & Trust.

Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.