Handle with Care: Planning for the Fragile Beneficiary

Estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with disabilities, individuals struggling with addiction, spendthrifts, and even minors. With wealth transfer planning options available through various trusts, it can also be a process that goes beyond the transfer of assets by allowing for ways in which you can motivate, and at times protect, your loved ones.