"We maintain a philosophy as opposed to an outlook and our strong belief in it provides a lasting perspective."
– Luke Kuchenberg CFP®, CPWA®FORM | Founding Partner Senior Wealth Advisor
Planning your estate is about managing your personal affairs during your lifetime and stewarding the distribution of wealth when the time comes. Understanding your family priorities is a crucial step in our discovery process, which provides a strong foundation for the conversations and planning points surrounding your estate. We want to consider and, if possible, directly involve beneficiaries and rising-generation family members in the process of planning and executing your family legacy.
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.