Planning for the Administration of Your Estate

Client Insights Webinar - 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 February 22, 2024.

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. 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 Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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Planning for the Administration of Your Estate

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