The delicate juncture of estate planning and substance abuse
18m
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For What It's Worth
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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 available to affected families and why they may choose to include or exclude specific substance abuse provisions in their estate documents. [Recorded Feb. 21, 2023]
The episode The delicate juncture of estate planning and substance abuse from the podcast For What It's Worth has a duration of
18:15. It was first published
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