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  • Orlando Office Location
    7380 W Sand Lake Rd Ste 405 Orlando, FL 32819-5261 T: 407.794.7131 F: 407.794.7134
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  • Winter Garden Office Location
    446 W. Plant St. Suite 2 Winter Garden, FL 34787
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Does your estate plan account for your digital assets?
Online services, important documents and family mementos can carry great value.
Estate & Giving
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Estate & Giving
Read
Read
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
Read
In meaningful memory: Donor advised funds as living legacies
Grief can be a galvanizing force for good, and DAFs can make it easier to channel that generosity while honoring a life.
Estate & Giving
Read
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Read
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
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The future at your fingertips

Signature Wealth Partners logoSignature Wealth Partners logo
  • Orlando Office Location: 7380 W Sand Lake Rd Ste 405 Orlando, FL 32819-5261
  • T: 407.794.7131
  • F: 407.794.7134
  • Map & Directions
  • Map & Directions
  • Winter Garden Office Location: 446 W. Plant St. Suite 2 Winter Garden, FL 34787
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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