Estate Planning Collaboration
After working hard for years to accumulate the assets you’ve earned, it’s important to help protect them from the effects of estate taxes and to preserve them for the benefits of your heirs. Whether your intention is to provide income for your spouse, fund a child’s or grandchild’s education or endow a favorite charity, we can help create a plan to ensure that the proceeds from your estate will be used to fulfill your wishes.
We’ll work collaboratively with other estate planning professionals including attorneys and accountants to ensure that your dreams of a legacy today are preserved for tomorrow. We prefer to communicate with your attorney and accountant directly to ensure that we’re all aligned with your overall financial plan. We’ll help you to prepare for estate planning meetings and be a sounding board throughout the process to be sure that you’re legacy is being taken care of properly. If you don’t already have estate planning professionals, we can make recommendations for you.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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