Leaving an inheritance to someone who struggles with addiction requires thoughtful planning and careful decision making. This episode explores five key considerations that can help protect both the individual receiving assets and the long-term intentions behind the gift.

Topics include deciding how much to leave and whether the inheritance should be equal, greater, or smaller than other beneficiaries. The discussion also covers whether assets should be given outright or held in trust, and how restrictive or flexible those trust terms should be to balance support with protection.

You will also learn why choosing the right trustee is critical, how to handle beneficiaries such as grandchildren, and why these plans should be reviewed regularly as circumstances change. This episode provides guidance for families navigating a sensitive situation while aiming to provide stability, dignity, and long-term care through estate planning.