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.

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

Who Gets What, When?

06/13/2019
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
Estate & Giving

5 Reasons Wealth Transfers Fail

06/06/2019
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving

Skipping a Generation Can Offer Tangible Tax Perks

05/30/2019
Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way.
Estate & Giving

Options for Addressing a Wayward Child in Your Will

04/16/2019
Learn about estate planning options for addressing a beneficiary that may march to a different drummer.
Estate & Giving

The Arts Mean Business

03/21/2019
Make no mistake – supporting the arts has benefits for our communities, the economy, our tax bills and more.
Estate & Giving

The Art of Giving

03/13/2019
Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind.
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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