Wed Mar 13 2024

By some predictions, up to $84 trillion in assets will exchange hands over the next two decades in the Great Wealth Transfer. To ensure your clients’ wealth is passed on according to their wishes, Roger Fakes, senior vice president of Raymond James Trust, discusses the important role advisors can play in addressing top estate planning priorities. Private Wealth Advisor, Nancy Leizman, also shares her firsthand experience helping clients to start early when thinking about their legacy.