Determining how you want your wealth distributed at the time of your passing can be challenging and emotional. For many families, this complexity is heightened by the presence of addiction or substance abuse among heirs.
Will Lucius, chief trust officer at Raymond James Trust, discusses planning approaches that can help ensure that the assets you leave to your loved ones will be used for their benefit, not to their detriment.
Recorded Feb. 21, 2023. Hosted by Paige Lenssen.
Retirement & Longevity A tailored financial plan can help you achieve the unique future you have in...
Markets & Investing December 04, 2023 Doug Drabik discusses fixed income market conditions and offers...
Family & Lifestyle Strategic borrowing can keep your financial plan intact and at work. Truths that seem...
