Q&A Follow-Up: Planning for the Administration of Your Estate

Client Insights Webinar – Q&A Follow-Up: Planning for the Administration of Your Estate with Damian McGrath, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James, and Paula Lester, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James.

Recorded March 07, 2024.

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.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

The 53rd

Q&A Follow-Up: Planning for the Administration of Your Estate

The future at your fingertips

The 53rd