A basic understanding of estate planning can help you protect your assets, take care of the people who are important to you, potentially reduce taxes, and avoid common mistakes.
Many people view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. But anyone who owns a home, has children, or contributes to a retirement account can benefit from an estate planning review.
Raymond James and its financial advisors do not render advice on tax or legal matters. You should discuss these matters with the appropriate professional. Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
