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Estate, Charitable Giving and Trust

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Building an enduring plan for a lasting legacy

 

One of life’s greatest rewards is sharing your wealth with others. It takes additional planning and experienced guidance to help ensure your financial legacy makes a lasting difference in the lives of loved ones or a favorite charity.

Strengthen your legacy

If you don’t plan for your estate, it will inevitably be done for you. Many times the state will intervene, potentially taking a toll in taxes, time and emotional stress for loved ones. That is why it is important to develop your own estate plan.

 

  • Legacy planning - We can help make legacy planning a positive, life-affirming endeavor, leading to the preservation of your family values and your assets transferring efficiently and according to your wishes.
  • Giving and Trusts – We have access to experts in trusts, insurance, philanthropy and family dynamics. Our advisors are adept at working with other professionals such as CPAs and attorneys, to help ensure a well-coordinated approach, that your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, and that your plans are amended appropriately as marriages, births or other changes occur in your family.

Preserve your legacy

Regardless of asset level, there are various instruments that work within your overall estate plan to provide you with both certainty and control over the wealth you have accumulated during your lifetime. Examples include wills, trusts, insurance policies and carefully considered durable powers of attorney.

 

  • Using instruments such as these can give you the confidence of knowing that your estate will be handled as you wish, potentially excluding probate – a lengthy and expensive process.
  • Well-documented estate plans may also help your family avoid the court’s involvement in appointing a guardian or conservator in the event of incapacity.
  • Thorough documentation can provide for long-term care or education for children or grandchildren.
  • Other investment vehicles can provide for a favorite charity.

Our advisors will work with you alongside other professionals to ensure your wishes are communicated in writing and are legally binding. Moving forward, we will revisit your plan to help ensure it is up-to-date.

Make your mark

Charitable giving enables you to support the charities and causes you love, now and in the future. Having the right charitable giving strategy is helpful in guiding your overall wealth management plan.

 

  • Charitable giving as a part of your overall financial plan creates its own level of control and tax benefits.
  • Some options provide immediate or future tax deductions, while others can provide a continuous income stream.
  • Our trusted advisors can provide recommendations that benefit you now and provide the opportunity to shape the way you wish to be remembered.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Discover more for your wealth journey

Plan for your retirement with our financial advisors

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