Legacy Life’s ultimate leave-behind
The LEGACY portion of our planning focuses on how you want to be remembered. How do you want to provide for your loved ones and beloved charities? Do you want to fund college educations for your grandkids or set up a scholarship program at your alma mater? Proper estate planning can help ensure that your assets accumulated over your lifetime are protected and preserved for the use you have intended.
Charitable giving can certainly help the organizations you choose and it can also generate personal tax benefits for you. We can help with solutions, such as family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor advised funds. Through Raymond James Trust, N.A., we offer a full array of trust structures, including charitable-giving tools that may also feature tax advantages.
We can collaborate with your outside legal and insurance professionals to help ensure that your legal documents and beneficiary lists are all in place and up to date. This is particularly important if you haven’t reviewed your documents in a long time, if you have divorced or remarried, or if there have been births in the family.
Whether your goal is to mitigate taxes, provide for loved ones or direct how you want your wishes to be carried out, we can help.
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One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
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Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.
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Supporting the needs of corporate retirement plans
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Are outside forces shaping your legacy or are you in control?
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We provide the vast range of services and resources required to best serve the needs of our clients. They include:
- Estate and Legacy Planning
- Charitable Disposition
- Business Succession Planning & Valuation
- Premium Finance
Raymond James Financial Services, Inc. is affiliated with Raymond James Trust, N.A..
