One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

Client Insights Webinar - One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan with Diana Mao, Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada) and Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Québec) Ltd.

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).

Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

Are you ready? Let’s uncover the possibility of working together.