Estate & Legacy Planning

Estate planning is essential for distributing wealth in life and after death.

A properly crafted estate plan allows for the preservation of family values, and ensures that assets benefit desired family, friends and charitable causes. Estate planning helps provide confidence and control over assets accumulated during a lifetime. Estate planning can also minimize taxes on the estate that may be otherwise due upon death. We walk clients through estate planning considerations and, if necessary, work with the client and his or her attorney to construct a comprehensive estate plan.

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