Having a well-designed estate plan in place is critical if your goal is to ensure the well-being of loved ones who face mental illness or addiction issues.

Having a well-designed estate plan in place is critical if your goal is to ensure the well-being of loved ones who face mental illness or addiction issues. Establishing a Trust tailored to the unique needs of individuals suffering from these conditions can provide them with financial stability and access to necessary resources without jeopardizing their benefits or falling prey to poor financial decisions, mood shifts, compromised self-regulation, and instability. A well-crafted Trust allows for the appointment of a responsible Trustee to manage assets and disburse funds in a way that supports the beneficiary's health and recovery, offering peace of mind to families and a structured, supportive framework for those in need. This thoughtful approach to estate planning not only secures their future but also fosters a path towards stability and improved quality of life.

If you have questions about Trusts for beneficiaries with addiction and/or mental illness issues, or any other estate planning questions, give us a call at 253.858.5434 to set up an appointment today.