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Addressing Mental Health Challenges In Estate Planning

Wealthy clients may be reluctant to seek treatment.

Despite the prevalence of mental health issues in society and their vital importance to estate-planning trust administration, the topic remains taboo. “Mental disorders are defined as health conditions that affect and alter cognitive functioning, emotional responses, and behavior associated with distress and/or impaired functioning.”1 Without a candid conversation about challenges that a client or the client’s family and loved ones might face, there’s often no way to discern

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