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A mature woman in glasses is smiling and seated in the middle of the frame. She is flanked on either side by another smiling professional.

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.