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      4. Managing My Estate

        It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. Your Raymond James advisor can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.


        General Estate Planning

        Estate planning provides you with greater control over the ways your wealth will provide for the loved ones, business associates or charitable organizations that mean the most to you. Your Raymond James advisor will help you consider the appropriate vehicles – wills, trusts, insurance and more – to manage tax implications and distribution methods. Estate planning ensures your wishes are carried out.*

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        Family Conversations

        As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. Your Raymond James advisor can help you make sure everyone knows where to turn.


        Document Preparation and Review

        With so much to keep track of, it’s important to write things down. From important legal documents – a will, healthcare directives, even a list of accounts – to heartfelt communiques to loved ones, your Raymond James advisor can help you prepare and safeguard important documents to ease the stress on loved ones during a difficult time.


        Trust Services

        From minimizing estate taxes to providing detailed distribution instructions, a trust gives you a greater degree of control over your estate. Your Raymond James advisor can navigate the many types of available trusts, helping you select the vehicle that best suits your goals, needs and wishes.*

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        Charitable Giving

        Through the charitable organizations whose missions you hold dear, you have the capacity to touch many lives. Your Raymond James advisor can help you incorporate charitable giving into your wealth management plan, taking into account tax implications that allow your goodwill to do the most good.

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        *Raymond James does not offer tax or legal advice. Please consult the appropriate professional before making any decision that may affect your tax or legal situation.

        Commentary & Insights

        Family & Life Events

        Let's clear up 10 misconceptions about HSAs

        When it comes to the versatile health savings account, misunderstandings abound.

        Read Article about Let's clear up 10 misconceptions about HSAs
        Estate & Giving

        7 common beneficiary choices you should probably rethink

        From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

        Listen about 7 common beneficiary choices you should probably rethink
        Markets & Investing

        Volatility resources

        When markets react, maintain a long-term perspective.

        Learn More about Volatility resources

        Find an Advisor

        Connect with a Raymond James advisor or office near you.

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