Estate Planning

Estate Planning is the creation of a definitive plan that manages your wealth while you are alive, and details the appropriate distribution of your assets after your death. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis. Raymond James does not provide advice on tax or legal matters.