The delicate juncture of estate planning and substance abuse - Butler Financial, LTD

Resources

The delicate juncture of estate planning and substance abuse

Determining how you want your wealth distributed at the time of your passing can be challenging and emotional. For many families, this complexity is heightened by the presence of addiction or substance abuse among heirs.

Will Lucius, chief trust officer at Raymond James Trust, discusses planning approaches that can help ensure that the assets you leave to your loved ones will be used for their benefit, not to their detriment.

  
Listen to For What It's Worth on Spotify

Recorded Feb. 21, 2023. Hosted by Paige Lenssen.


Other posts you might like
ButlerFinancial
April 2025 Investment Strategy Quarterly

Markets & Investing Members of the Raymond James Investment Strategy Committee share their views on...

read more
ButlerFinancial
How policy uncertainty is impacting the Federal Reserve

Markets & Investing Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways ...

read more
ButlerFinancial
Travel securely: Keep your information protected on the go

Technology & Innovation Learn about a few simple things you can do to protect your personal information...

read more