A good estate plan can have benefits both during and after your life. Tax advantages can help preserve your wealth while you’re living and can also minimize the burden on your heirs.
Our team can work with your accountant and attorney when planning your estate to help develop an appropriate tax strategy, plus other key elements such as trusts and charitable bequests.
Over time, the size and complexion of your family may change, as well as your individual circumstances. We can help make any necessary adjustments to your estate plan and, when the time comes, we can help guide your family in settling your estate.
*You should discuss any tax or legal matters with the appropriate professional. Raymond James does not offer legal or tax services.