Sophisticated wealth management

Receiving an Insurance Settlement

Receiving a large sum of money due to a tragedy can often make a stressful situation worse. A tragic accident or death creates tremendous strain on a coping family. Given your specific circumstances, you may not be in the best mindset to put a rationale plan in place, and spontaneous decision making with your personal finances is ill-advised.

The MoneyPower Group of Raymond James Ltd. will work with you to put your mind at ease and to help develop an appropriate plan for these funds.

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.

Estate & Giving

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.

Estate & Giving

Sharing something of significance

Create a legacy that passes on so much more than money.

Estate & Giving

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving