Your heirs want transparent, proactive conversations

When it comes to planning for the future of your wealth – and the impact it will have beyond your lifetime – what matters most? Joe Weaver, president of Raymond James Trust, discusses the critical role that proactive communication plays in a successful wealth transfer.

Listen to For What It's Worth on Apple Podcasts  Listen to For What It's Worth on Spotify

Recorded July 27, 2023. Hosted by Paige Lenssen.