Reset All Filters
Filter
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Estate & Giving
Read
Read
Gifting in a volatile market
During times of market volatility, it’s important to review your charitable options and opportunities.
Estate & Giving
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Temporary Tax Breaks Can Sweeten Your Year-End Generosity
Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving
Read
Donate Reward Points to Help Charities Go the Distance
Sitting on piles of miles about to expire? Put your rewards to work for deserving causes.
Estate & Giving

Get in touch and say hello

Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer. Insurance services are provided by Woodforest Wealth Strategies, which is a wholly owned subsidiary of the Woodforest Financial Group, Inc. Investment and insurance products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Wealth Strategies, Woodforest Financial Group, Inc. and Woodforest National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use