Jan 5, 2022 | Estate & Giving
Estate and Giving Sitting on piles of miles about to expire? Put your rewards to work for deserving causes. Helping military families get hotel rooms. Turning miles into meals. Flying refugees to safety. These are just a few examples of the tangible good you can...
Dec 31, 2021 | Estate & Giving
Estate and Giving Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for...
Nov 12, 2021 | Estate & Giving
Careful planning and open communication is critical for the successful transition of family wealth and values. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal measure. Among those...
Oct 14, 2021 | Estate & Giving
Free access to a private library was “like a blessing from above” for a poor telegraph messenger in the late 1800s. It would prove to be fundamental to his success. That messenger? Andrew Carnegie. This steel-baron-turned-philanthropist later used his millions to...
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...
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