Building Your Legacy
“The great use of life is to spend it for something that will outlast it.”
Make Your Mark on the Future
Empowering your best legacy
Having the freedom to leave an impactful legacy is a feeling like no other. But even with that freedom, carrying out your generational goals requires specific solutions—such as trusts, wills, and insurance—as well as the prudent selection, balance, and placement of investments. We provide an extensive array of tax, trust, and financial planning expertise to help ensure your wishes are implemented precisely and efficiently.
- Give Intentionally
- Help Minimize Taxes
- Our Strategic Partners
Steward Partners does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third party corporate trustee.
Steward Partners Investment Solutions, LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Give Intentionally
Through proper estate planning, you can help ensure the assets you’ve accumulated over your lifetime are preserved for the use you have intended. This can include providing income for your spouse, educating children or grandchildren, or leaving money to your favorite charity.
Help Minimize Taxes
A well-designed estate plan can also help mitigate your family’s tax burden. We offer financial strategies designed to efficiently manage multigenerational wealth transfer and help mitigate potential tax issues. We coordinate with your tax and legal professionals and work closely with you and your family, ensuring everyone is working together to support your goals and best interests.
Our Strategic Partners
Among our estate planning resources is our affiliate, Raymond James Trust, N.A., which can help you preserve your assets while also addressing tax liability issues. Through our partnership with Raymond James, we also offer access to donor-advised funds, giving you the opportunity for charitably conscious investing while helping to generate income and reducing taxes. Our full range of personal trust and estate planning services includes, but is not limited to:
- Custody & Safekeeping
- Account Management for Estates & Living Trusts
- Irrevocable Life Insurance Trusts
- Estate Settlement Services
We’re also proud to partner with:
