Building an enduring plan for a lasting legacy

Having an estate plan to control the distribution of your assets benefits everyone – you, your family, your executor, and the causes you care about. Our experienced team can help develop a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most, while considering the legal and tax implications.

If you need help appointing an Executor or Power of Attorney, Solus Trust may be able to help. Solus Trust is an affiliate of Raymond James Ltd.

Our trust services division offers fiduciary services to assist clients with a wide range of important needs like estate settlement, trust administration, and power of attorney services. Our professionals bring experience, expertise, and a client-focused approach to our trust service offerings for the clients of Raymond James.

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News & resources

How you can join accredited zoos and aquariums in global conservation efforts.
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Estate & Giving
How to start planning for the future of a valuable collection.
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Estate & Giving
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
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Estate & Giving
These cautionary tales of estate planning mistakes offer a few important lessons.
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Estate & Giving
Understand the differences between giving vehicles.
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Estate & Giving
Create a legacy that passes on so much more than money.
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Estate & Giving
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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Estate & Giving
These versatile savings accounts might be the estate planning vehicle you need to learn about.
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Family & Lifestyle
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
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Estate & Giving
Knowing these common legacy pitfalls can help your family avoid them.
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Estate & Giving
Preparing your heirs for sudden wealth can help prevent unwise spending.
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Estate & Giving