Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Millennials
Business Owners
Corporate Executives
Corporate Retirement Plans
Corporations
Endowments & Foundations
Families & Individuals
Family Offices
Healthcare Professionals
Non-Profits
Retirees
Sudden Wealth
Women Investors
Services
Services
Our Approach
Second Opinion Investment Service
Services
Services
Financial Planning/Goal Planning
Retirement Planning
Portfolio Management
Investment Solutions
Education Planning
Risk Management
Banking & Lending Solutions
Corporate Retirement Plan Consulting
Estate, Charitable Giving & Trust
Fixed Income Services
Investment Banking
Longevity Planning
Prime Brokerage & Custody Services
Sustainable Investing
About Us
About Us
Events
Jon Melges
Brennan L. Bennett
Sandra M. Melges
Jeri Shook
What Makes Us Different
About Raymond James
Videos
Resources
Resources
Client Access Videos
New Client Benefits
College Planning
Retirement Planning
Financial Planning/Investing
Social Security Planning
Medicare Planning
Tax Planning
Care Giving
Long Term Care Planning
Estate Planning
Cyber Security
WorthWhile
Calculators
Links of Interest
Contact
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
3200 Capital Ave SW Ste B
Battle Creek, MI 49015-4300
T
269.966.2100
F
269.962.1969
Map and Directions
Map and Directions
RESET ALL FILTERS
FILTERS
Date
2024
January
February
March
April
May
June
July
August
September
October
November
December
2023
January
February
March
April
May
June
July
August
September
October
November
December
2022
January
February
March
April
May
June
July
August
September
October
November
December
2021
February
May
June
July
August
September
October
November
December
2019
January
February
March
May
July
2018
July
October
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Business Owners
Charitable
Economy
Education
Fixed Income
Goal Planning
Housing
Investment Strategy
Longevity Planning
Retirement Planning
Women
Media
Article
Audio
Calculator
Checklist
Commentary
Document
Infographic
Newsletter
Video
Webinar
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Family & Lifestyle
Estate & Giving
Infographic
Share
Facebook
Twitter
LinkedIn
Email
Explore a spectrum of strategies that can help you live out your family legacy.
TAG CLOUD
Family
Estate
PREV RESOURCE
NEXT RESOURCE