Wealth Transfer & Enhancement

Money is a topic that many families are often uncomfortable talking about and death is even more uncomfortable. However, developing a plan to enhance, grow and transfer your assets can help avoid undesirable surprises before and after the death of you or your spouse. Making choices about how your assets are titled and the key people fulfilling the roles in your estate plan is an important undertaking and one that should be handled sooner rather than later.


Any opinions are those of Laura Webb and Faith Doyle and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.