	Estate Planning
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Estate Planning

You’ve made many wise decisions to be where you are today. Now the wisest decision of all is to protect what you’ve achieved with an estate plan. Without it, your heirs may face chaos: estate tax implications, risk of probation and dissent among themselves

A well designed estate plan provides security and accord for you and your heirs. To structure the plan, we can advise you on:

controlling the distribution of assets
minimizing or eliminating estate taxes
use of life insurance to create capital
ensuring the greatest share of assets goes to heirs and favorite charities
protecting heirs with varied, flexible management assistance and asset protection

There is nothing to fear about creating an estate plan. Provenance Wealth Advisors’ consultants approach estate planning with you through three orderly steps:

making sure proper wills and trusts are in order and maximized for flexibility, family protection and future life style
exploring all the options for reducing tax exposure
identify the liquidity to pay any unavoidable state tax

Once the plan is complete, we conduct periodic re-examinations for specific events: purchase or sale of a property, marriages, divorces, births, deaths, change in net worth, change in financial objectives, change in tax laws.

With our advice, you and your family will be comfortable knowing that you have done everything possible to increase and protect your wealth.

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Securities products offered through registered representatives of Walnut Street Securities Inc. (Member FINRA/SIPC).
Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation