Building an enduring plan

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for a lasting legacy

There are various instruments that work within your overall estate plan to provide certainty and control over everything you’ve worked for and accumulated during your lifetime, regardless of asset level. 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 and can potentially exclude 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 while other investment vehicles can provide for a favorite charity.

Our team works with you and your other professional advisors 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.

Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan.

There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.

Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.

This information was developed by Raymond James. It 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. This is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results. Raymond James does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.