Wealth Distribution

The proper allocation of assets to heirs. Good estate planning should provide for the orderly transfer of assets while avoiding unnecessary tax burdens.

One of the most rewarding aspects of substantial wealth is being able to share it with others. Your Raymond James financial advisor, working with your legal and tax professionals, can help develop a plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy.

Estate Planning

A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. Raymond James provides a range of consulting services to help you and your advisor develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.

Trust Services

The professionals at Raymond James Trust have extensive experience with individual trusts as well as living, charitable remainder, life insurance, specialty and IRA rollover trusts. Together with your financial advisor, they can develop personalized solutions to your specific needs that also provide you with the objectivity and resources of a corporate trustee.

Charitable Giving

When it’s strategically executed, charitable giving can not only help the organizations you choose, but can also generate personal tax benefits and advance your overall wealth management plan. Your Raymond James financial advisor can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds.

Education Funding

Funding a child or grandchild’s higher education may be a personally rewarding use of your wealth. Your Raymond James financial advisor can provide you with options for helping those you cherish that include custodian accounts for minors, section 529 college savings plans, sophisticated trust solutions and more.