Building an enduring plan for a lasting legacy

Having an estate plan to control the distribution of your assets benefits everyone – you, your family, your executor, and the causes you care about. Our experienced team can help develop a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most, while considering the legal and tax implications.

If you need help appointing an Executor or Power of Attorney, Raymond James Trust Services may be able to help.

Our trust services division offers fiduciary services to assist clients with a wide range of important needs like estate settlement, trust administration, and power of attorney services. Our professionals bring experience, expertise, and a client-focused approach to our trust service offerings for the clients of Raymond James.

www.rjtc.ca

News & resources

The roles of trusts [INFOGRAPHIC]

The roles of trusts [INFOGRAPHIC]

These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
The gift of philanthropic planning [INFOGRAPHIC]

The gift of philanthropic planning [INFOGRAPHIC]

Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
5 reasons wealth transfers fail

5 reasons wealth transfers fail

Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Should your estate plan address addiction?

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Don’t let estate blunders get in the way of your wishes

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Tips for creating an inheritance that lasts generations

Tips for creating an inheritance that lasts generations

Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Strategies for keeping your beloved home within the family

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Did you know 529s are powerful estate planning tools?

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
Charitably minded investors can satisfy RMDs with QCDs

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
“No kids” shouldn't mean “no estate plan”

“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
Reasons to give appreciated stock

Reasons to give appreciated stock

Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Give wisely to maximize your charitable impact

Give wisely to maximize your charitable impact

Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving