The delicate juncture of estate planning and substance abuse - Butler Financial, LTD
12 Wishes for the New Year

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
Are you protected from market mayhem?

Markets & Investing March 20, 2023 Doug Drabik discusses fixed income market conditions and offers...

read more
ButlerFinancial
Incremental progress emerging in the banking sector fallout

Economy & Policy March 20, 2023 CIO Larry Adam outlines the positive events that are outweighing...

read more
ButlerFinancial
Can you distinguish cash fact from cash fallacy?

Markets & Investing Recent market activity and rising interest rates have investors thinking twice about...

read more