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Create an Inheritance That Lasts Generations

#114 | Create an Inheritance That Lasts Generations

Chris Fluehr, Trust Consultant at Raymond James Trust talks about creating an inheritance that lasts generations. Many families want to pass along their wealth to the next generation but have hesitation that their heirs are ready and able to handle the financial shift. Chris discusses common mistakes and how to get ahead of the transition to ensure it is properly managed for generations to come.
Speakers | Brett Oley, Ryan Kinser, and Chris Fluehr
Recorded | 06.11.2021

Raymond James Trust does not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.