A Unique Legacy Deserves Proper Planning.

Legacy and estate strategies require the right financial vehicles, such as trusts, wills and insurance combined with prudent selection, balance and placement of appropriate investments. By relying on the extensive support of Raymond James' tax, trust and financial planning expertise, Winship Capital Management of Raymond James can help you ensure the future of your personal estate.

Estate Planning

Through our consultative management approach, we are here to listen and help you plan for life's critical financial events: planning for retirement, managing the sale of a business, investing a family inheritance, addressing the complexities of wealth distribution, or fulfilling philanthropic goals.

Our wealth solutions team is available to help guide you in achieving your long-term objectives. We will make every effort to collaborate with your accountant and attorney while assisting you throughout the planning process.

 

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

The Timeless Tradition of Charitable Giving

10/01/2019
As 2019 wanes, consider the many ways charitable giving can brighten a holiday season.
Estate & Giving

Ideas to Take Your Generosity Further [INFOGRAPHIC]

09/11/2019
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving

Get to Know Special Needs Trusts

09/10/2019
Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.
Estate & Giving

6 Actions That Can Build an Enduring Philanthropic Legacy

09/10/2019
Making a difference can start with how you live your everyday life.
Estate & Giving

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

09/06/2019
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events // Estate & Giving

Who Should You Choose to Execute Your Estate?

08/27/2019
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving

Can You Save a Bunch with Bunching?

08/21/2019
Aggregating charitable gifts could allow you to give during your lifetime and save money at tax time.
Estate & Giving

Did You Know 529s Are Powerful Estate Planning Tools?

08/20/2019
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving

How Much or How Little the Kids Inherit

08/09/2019
How to have a valuable family conversation about your estate.
Estate & Giving // Family & Life Events

Single Parent? Formalize Your Estate Intentions

07/30/2019
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving

Keeping It Close to Home for Generations

07/17/2019
Keeping your beloved home within the family takes planning and communication.
Estate & Giving

For Better or Worse, Discuss Your Estate as a Couple

07/09/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving

The future at your fingertips

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 our office for information and availability.

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