Beneficiary with an issue
Unfortunately, sometimes a person we know 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?
You have four choices:
To learn about Joel's approach to estate planning for substance abuse, click on the video from July 2017 on Lexington Public TV.
Many thanks to Host Steven Iverson for his interview and Bill Messinger at www.billmessinger.com for his White Papers on the subject that introduce the 'Dual Track' approach, based on the highly successful Physicians and Pilots process to treat addictions.