Get Man-679 Estate Planning FF Newa - Raymond James

We follow a four-step prudent fiduciary process, one that has been developed by Raymond James over years of serving a wide array of institutions, from local businesses to large corporations, as well as diverse sectors such as endowments and municipalities.

Raymond James is a member of the Securities Investor Protection Corporation, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).

Your Raymond James advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

With more than 10,000 associates worldwide and $896 billion in client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

RAYMOND JAMES TRUST Established in 1992, Raymond James Trust, N.A., is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF).

Raymond James took a commission on these transactions in excess of 5 percent of the principal value, sometimes taking as much as 90 percent of the customer's transaction amount. Raymond James's supervisory systems failed to detect the automatic commission amount that resulted in overcharges to some of its customers.

If your estate is set up through a trust, Raymond James Trust can help coordinate the settlement after death. We keep detailed records to effectively manage the estate and work with attorneys and accountants to ensure that assets are distributed ing to your wishes.

We follow a four-step prudent fiduciary process, one that has been developed by Raymond James over years of serving a wide array of institutions, from local businesses to large corporations, as well as diverse sectors such as endowments and municipalities.

Raymond James is a member of the Securities Investor Protection Corporation, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).

Your Raymond James advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

With more than 10,000 associates worldwide and $896 billion in client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

RAYMOND JAMES TRUST Established in 1992, Raymond James Trust, N.A., is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF).

Raymond James took a commission on these transactions in excess of 5 percent of the principal value, sometimes taking as much as 90 percent of the customer's transaction amount. Raymond James's supervisory systems failed to detect the automatic commission amount that resulted in overcharges to some of its customers.

If your estate is set up through a trust, Raymond James Trust can help coordinate the settlement after death. We keep detailed records to effectively manage the estate and work with attorneys and accountants to ensure that assets are distributed ing to your wishes.

RAYMOND JAMES TRUST Established in 1992, Raymond James Trust, N.A., is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF).

Raymond James took a commission on these transactions in excess of 5 percent of the principal value, sometimes taking as much as 90 percent of the customer's transaction amount. Raymond James's supervisory systems failed to detect the automatic commission amount that resulted in overcharges to some of its customers.

If your estate is set up through a trust, Raymond James Trust can help coordinate the settlement after death. We keep detailed records to effectively manage the estate and work with attorneys and accountants to ensure that assets are distributed ing to your wishes.