Building an enduring plan for a lasting legacy
Sharing your wealth with others is rewarding. It requires careful planning to ensure your financial legacy benefits your loved ones or a cherished charity. An estate plan controls asset distribution, benefiting you, your family, and your causes, and mitigates future pitfalls. We collaborate with your legal and accounting professionals to develop a personalized plan that not only protects your assets but also enables you to share your wealth with those you hold dear.
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Planning your estate is crucial to avoid unnecessary taxes, time, and emotional stress for loved ones. We provide a positive, comprehensive approach to legacy planning, preserving your family values and ensuring efficient asset transfer. We collaborate with experts in trusts, estates, insurance, and philanthropy, and consult with your legal and accounting professionals to ensure a well-coordinated approach.
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Estate planning tools like wills, trusts, and insurance policies provide control over your assets, regardless of their size. Such tools ensure that your estate is managed as you wish, potentially avoiding court involvement during incapacity. They can help specify the handling of business interests or familial gifts, and can even establish a charitable legacy. Our team will assist you in creating a well-informed plan, facilitating effective communication with your professional team.
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Incorporating charitable giving into your financial and estate plans allows you to support the causes you care about, both now and in the future. It plays a crucial role in wealth management, with multiple strategic approaches available, each offering varying levels of control and tax benefits. These strategies can provide tax deductions and continuous income streams. We aim to ensure tax-efficient giving, protecting your charitable gifts and the beneficiaries of your estate. Our team can offer advice that benefits you today and helps shape your legacy for the future.
This information is general in nature, and is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. Raymond James does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.
