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    raymond

    Explore " raymond" with insightful episodes like "Guard against email hacks and other dangerous scams", "Your heirs want transparent, proactive conversations", "Is this a bull market – and will it last?", "Wildfires, carbon sinks and the value of forestry policy" and "Will ChatGPT (and the AI behind it) revolutionize our lives?" from podcasts like ""For What It's Worth", "For What It's Worth", "For What It's Worth", "For What It's Worth" and "For What It's Worth"" and more!

    Episodes (91)

    The delicate juncture of estate planning and substance abuse

    The delicate juncture of estate planning and substance abuse
    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 available to affected families and why they may choose to include or exclude specific substance abuse provisions in their estate documents. [Recorded Feb. 21, 2023]

    Concentrated wealth poses significant risks and complexities

    Concentrated wealth poses significant risks and complexities
    Outsized stock positions arise in various ways, including business ownership, inheritance and investment performance over time. Ben Crayton, director of structured investments product management at Raymond James, outlines strategies that can mitigate related risks, including approaches that allow for continued ownership of the shares in question. [Recorded Oct. 5, 2022]
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