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Preserving Your Tomorrow

Removing the complexity from legacy and estate planning.

You’ve worked hard to build a life you love, so it’s only natural to want to preserve your legacy for your loved ones and the many generations to follow. With over forty years of experience helping clients with their legacy and estate planning, Law & Associates understands the importance of simplifying the planning process. As part of this process, we will review your estate to determine the need for additional planning documents, which can then be prepared by a qualified estate planning attorney. These can often include:

  • Financial Durable Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills
  • Wills
  • Revocable Trusts
  • Irrevocable Trusts

We also discuss other items such as the importance of beneficiary designations as well as any potential interests for charitable giving. While many of us are uncomfortable when it comes to estate planning, it’s critical to understand the value of having the proper documents in place during your lifetime. This plays a huge role in helping to ensure your family and financial goals are well protected.

We perform a thorough assessment of any existing estate planning documents. Our advisors will work collaboratively with your team of estate planning professionals to provide recommendations and to assist with the design of your comprehensive estate plan.

Law & Associates understands that there are many factors to consider when developing a legacy and estate plan. With a broad range of experience, solutions and tools, our team is committed to helping you make the difficult decisions and creating a plan that ensures your wishes are respected, acted upon and preserves your family’s financial future.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

“While we actively partner with families to encourage and develop comprehensive estate and legacy plans, we also work with families during unfortunate times of crisis when adequate plans are not in place. It’s been our privilege to help countless families over the years – whatever the need.”

Janice Henderson, CFP®
Chair/CEO, Law & Associates
Branch Manager, RJFS