Planning Your Estate
It's never too early to consider your legacy. No matter your net worth, the surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through proper estate planning. Figuring out where to start can be overwhelming, but our advisors can help make the process more manageable!
Eliminate uncertainties, maximize the value of your estate and ensure that your loved ones are provided for in the best possible way. Our Financial Advisors can assist with:
- General Estate Planning
- Family Conversations
- Document Preparation and Review
- Trust Services
- Charitable Giving
Download Our Free Estate Planning Guide
The pain of losing a loved one is one of the most difficult things to go through. For beneficiaries, an added stressor can be locating information to properly address estate matters – and having to guess what their loved one may have wanted. Fortunately, with careful and detailed planning, we can help lift the burden for your loved ones by organizing key information about your assets as well as your final wishes – all in one convenient place.
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
Lakeland Financial Services is a division of Lakeland Bank.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
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