TO REACH YOUR PEAK, YOU NEED A PLAN

In this area of planning, we help your CPA and/ or attorney with the hypothetical Estate Tax calculation. Since Estate Taxes start when your combined estate is over $1.3 Million (current amount of $650,000 per person is exempt from estate taxes), many people could be subject to current estate taxes. Estate taxes start at 35% and quickly get as high as 55% of your total estate.

These group products and services may include:
  • Models and calculations
  • Will and trust planning with your attorney
  • Estate calculations in conjunction with your CPA
  • Business valuation
  • Asset analysis
  • Gift planning
  • Business structure planning

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    Securities products and investment advisory services offered
     through Raymond James Financial Services, Inc. 
    Member FINRA/SIPC.
    Peak Planning Group is independent of Raymond James Financial Services, Inc.

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    This site is published for the residents of the United States only.  Raymond James Financial Advisors may only conduct business with residents of the states 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.