Multigenerational Planning
Multigenerational Planning
Preserving family values and wealth for future generations is essential to many of our client families. We believe involving the next generation is key to effective legacy planning. Our process brings together family members you choose and facilitates meaningful discussions about your current and future needs. With our experience, we help guide sensitive conversations between parents and children in an open and supportive setting.
Common topics include:
- Executor roles and duties
- Asset transfer preferences
- Trust structures and implementation
- Managing significant wealth
- Durable power of attorney benefits
- Medical directives and living wills
- Tax management strategies
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Godfrey & Spradlin Private Wealth Advisory. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Godfrey & Spradlin Private Wealth Advisory is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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