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Estate and Charitable Planning


Who needs an estate plan?

The short answer is everyone.

Many people view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. But anyone who owns a home, has children, or contributes to a retirement account can benefit from a simple estate planning review. A basic understanding of estate planning can help you protect your assets, take care of the people who are important to you, potentially reduce taxes, and avoid common mistakes.

We have the resources to customize a plan that not only protects your assets, but also helps you coordinate these areas:

    • Estate and Legacy Planning
    • Charitable Giving - Philanthropic and planned-giving strategies
    • Planning and preserving your estate
    • Giving to your favorite charities
    • Funding a child's or grandchild's future
    • Transferring wealth to the next generation and understanding how tax laws affect charitable giving and estate planning


Avoiding Common Estate Planning Mistakes

Richelle Hofer, Wealth Advisor, discusses a few common estate-planning mistakes in this 1 minute, 43 second video:

Wills vs. Beneficiaries

25 second mark: Should you leave your assets to one child to distribute after your death? 

1 minute mark: What's the best way to leave money to a charity?



Hosting a Family Meeting

A vital, yet often overlooked part of estate planning is communicating your wishes with your loved ones. Here’s a step-by-step guide to hosting a family meeting.



Raymond James and its financial advisors do not render advice on legal matters. You should discuss these matters with the appropriate professional.