What will be your legacy? Many individuals know exactly how they want to be remembered, but others need help defining what their mark will be on society. Thoughtful conversations with caring professionals experienced in having these sometimes difficult discussions can help tremendously.
When you develop a charitable plan, it can include a philanthropic mission and vision statement. When you designate a portion of your estate to meeting these goals, there are a variety of tools and tax-advantaged strategies that you can use, including a family foundation, charitable remainder trust, contingent beneficiary situation or a blend of tools.
Developing these vehicles inside a holistic strategy will help ensure that your legacy and plans are carried out exactly as you wish. Our advisors care enough to spend time talking with you and helping you focus your messages and goals, so that we may advocate on your behalf.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory and Financial Planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors + CPAs and BayBridge are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Raymond James does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals. 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 or members.