Beneficiary with a problem

A person you want to leave money to may have an issue they wrestle with. Does that affect your own estate planning? Should it?

Maybe they spend too much. Or take drugs too often. Or cannot handle managing money. Lots of different issues.

Part of estate planning is to discuss this situation. It is way more than pieces of paper stapled together. 

We'll talk about your situation. Including considering how to effectivey leave money to those who survive you.   

If someone cannot control their behavior or their spending, you should know more about how a trust provision in your documents can help. 

Here's how a trust works. You get to control how the money will be used after your death. 

In short, a trust provision in your will or trust can dictate how the money will be distributed over a period of time after your death. It is this element of time, added to an estate plan by including trust provision, that can make a world of difference.​