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Estate Planning

 

Estate Planning is the process of evaluating assets, liabilities, bequests, and estate deposition in order to assure liquidity and provide for your family's needs. Proper planning will minimize confusion, avoid unnecessary taxes and prevent loss of property upon your death. We can carefully review your wills, trusts, insurance and property ownership and coordinate our recommendations with your attorney to ensure that we make adequate provisions.


 

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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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.

Securities Offered Through

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FINRA         SIPC

Copyright 2005 by M.J. Smith and Associates