Download a complete guide to applying tax legislation to charitable giving & estate planning

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What you can expect from this guide

As a result of the complex changes to the tax code in the United States, there is much to consider in determining the impact tax legislation will have on each of us with regard to charitable giving and estate planning. This guide is ideal for those who want to better understand how tax laws can affect the decisions they make within these financial areas.


Experienced Team. Prudent Guidance.

We offer individuals and institutions alike a high degree of strategic thinking designed to discover new opportunities and help you pursue success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. This guide is designed to help you:

Trevor B. Schwartz, CFP®

As a Certified Financial Planner™ professional, my purpose is to help families pursue the lifestyle they desire through an organized, holistic approach to financial management. I help my clients recover from the chaos of everyday life and financial strife by creating actionable, manageable ideas and strategies that will help keep them focused and move toward their ultimate goals. My clients are typically families or couples who rely on my guidance and support to begin creating the financial future and lifestyle they envision for themselves and/or for their future generations.

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Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.


“By pairing my experience as a financial advisor and CFP® with a prudent management approach, I craft strategies that help others maximize tax savings and make empowered decisions within their financial lives.”
Trevor B. Schwartz, CFP®