Estate planning is not just about finances. Legacy planning is a special tool that gives you the ability to leave a message to your heirs. This can take many forms, from a video to a book to a simple letter. These tools help you memorialize your wishes, lessons learned, and hopes and dreams for future generations.
You may have a clear vison of your legacy, or you may have some ideas that are still unformed. Members of our team have experience helping clients think through these important decisions and patiently facilitating a step back and look at the big picture.
A legacy plan can be a powerful gift to those you love. We help determine the appropriate vehicle and assist you in articulating the message so you can share it with your families and friends.
To learn more about Provenance Wealth Advisors legacy planning services click here or contact us at info@provwealth.com
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.
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.
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