Mental Health
Learn how mental health considerations impact estate planning decisions. Explore tools and strategies to protect vulnerable beneficiaries' wellbeing and fina...
What estate planning tools help protect beneficiaries with mental health conditions?
Several estate planning tools can help protect beneficiaries with mental health conditions, including special needs trusts that preserve government benefit eligibility while providing additional support. Other options include selecting trustees with relevant experience and creating detailed instructions for care coordination. These tools help ensure beneficiaries receive appropriate financial management and support for their unique circumstances.
