For many, one of the most rewarding aspects of wealth is sharing it with others. Whether your desire is to create a multi-generational wealth preservation and transition plan for your family, provide funding to a charitable entity, or provide for a family member's higher education, we have access to a variety of tools to help address your legacy and wealth transfer concerns.



We can provide estate planning analysis. With the resources of our affiliate Raymond James Trust, N.A. at our disposal, we can assist clients in the trust planning process and leverage the expertise of a professional fiduciary.


While many individuals give to charity, few take the time to create a well-designed charitable strategy that considers personal tax benefits and control over your investments. We can assist with strategies such as:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Funds
  • Charitable Gift Annuities
  • Donor Advised Funds
  • Private Family Foundations


For many, Section 529 college savings plans are an attractive way to fund a family member's higher education. In addition to tax-favored accumulation and withdrawal, you can maintain control over the assets in a 529 plan and change the beneficiary over time.


Others may consider the Coverdell ESA, especially when funding for primary or secondary education expenses.

Investors should consider, before investing, whether the investor's or the designated beneficiary's home state offers any tax or other benefits that are only available for investment in such state's 529 college savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors.

Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. You should discuss tax or legal matters with the appropriate professional.

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Check the background of this financial professional on FINRA's BrokerCheck