Trust and Estate Planning

You’ve worked a lifetime to accumulate your wealth. It’s critical you preserve it for your heirs. Too often, people make the assumption that once they are gone their possessions will be simply passed to their family. Unfortunately, it’s much more complicated. Navigating estate taxes and other costs can be a challenge if you’re not adequately prepared. Developing an effective trust and estate plan is one of the most important things you can do for your family and beneficiaries.

The team at CrossleyShear Wealth Management offers a full array of trust structures through Raymond James Trust, N.A., including charitable-giving tools that may also feature tax advantages. Whether you aim to provide for loved ones or minimize estate taxes, we can help carry out your legacy in concert with your accountant, attorney and other advisors. Working together, we’ll develop a comprehensive plan that provides you the ability to decide how your assets are distributed, all-the-while maximizing your wealth passed on to your heirs and minimizing tax and cost impacts.

Let us help you leave a legacy that’s important to you and protects those that matter most.

Raymond James Financial Services is affiliated with Raymond James Trust, N.A.

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