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Features and Disclosures

Estate Planning and Charitable Giving – Leaving a Legacy

For many, one of the most rewarding aspects of significant wealth is the opportunity to share it with family, a favorite institution or a charitable organization. Our legacies give meaning to the concepts of charity, community and philanthropy. Monarch Bank Private Wealth can assist you in formulating and executing your estate or legacy plan.

Estate Planning Strategies

A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. Monarch Bank Private Wealth provides a range of consulting services to help you and your advisors evaluate estate planning strategies.

Trust Services

Our Monarch Bank Private Wealth team has extensive experience with individual trusts as well as living, charitable remainder, life insurance and specialty trusts. We can develop personalized solutions to your specific needs that also provide you with the objectivity and resources of a corporate trustee.

Charitable Giving

When it's strategically executed, charitable giving cannot only help the organizations you choose, but can also generate personal tax benefits and advance your overall wealth management plan. We can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds.

Education Funding

Funding a child's or grandchild's higher education may be a personally rewarding use of your wealth. Monarch Bank Private Wealth can provide you with options that include custodian accounts for minors, section 529 college savings plans, sophisticated trust solutions and more.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Monarch Investments is a subsidiary of the bank. Raymond James Financial Services, Inc. is not affiliated with either entity or its subsidiaries.

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. Raymond James corporate Privacy Notice

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