Beneficiary with an issue
Unfortunately, sometimes a person close to us develops a problem with drugs, alcohol, or behavior.
And if they are close to us through family or other ties, their issue can present an estate planning issue for us: will any money we leave to them make their problem worse?
If you want to leave money to them, you have four basic choices:
When we meet to discuss your MA estate planning using wills and trusts for Lexington and other community members, we can talk about this topic.