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. [Recorded July 27, 2023]

Wills, trusts, POAs and directives: What’s the difference?

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.