Jessica Weaver goes over some of the benefits of creating a financial trust for financial beneficiaries. This includes being able to provide controls over how those who inherit spend the money.
Author & Wealth Advisor at Raymond James
Jessica Weaver, CFP®, CDFA™, CFS® is a Wealth Advisor, who focuses her work on women like you. Jess found herself on a mission to help more women gain control, clarity, and confidence over their finances and the next chapter of their life. Her focus is on women nearing retirement or in retirement to help guide them through their money concerns, questions, and emotions. Jessica is the author of Time to Refine: A Strong Woman's Guide to Retiring on Her Own Terms.
