Jul 30, 2021 | Estate & Giving
Learn how a group of Raymond James associates and advisors came together to build connections, healthier bodies and awareness around an important cause. “Whether you realize it or not, you probably know someone who’s been affected by lung disease,” Raymond James AML...
Jul 23, 2021 | Estate & Giving
Estate and Giving Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both personally and...
Mar 18, 2021 | Estate & Giving
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful...
Jan 30, 2021 | Estate & Giving, Family & Life Events |
Maximize your generosity in the current environment with these gifting strategies. World events can strike different chords for different people, even within our own families. If you find yourself wanting to help your loved one through economic uncertainty, you’re...
Jan 30, 2021 | Estate & Giving |
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend. Estate planning can sometimes feel overwhelming, and those without children or close family members may be...
Jan 30, 2021 | Estate & Giving |
Preserving your property across generations takes thoughtful planning and open communication. Watching your daughter take her first steps in the nursery. The porch where you saw your little ones head off to kindergarten. Standing in the kitchen jumping for joy as your...
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