Whether you are drafting your first estate plan or have one already in place, it's important to include a letter of instruction (LOI) in it. A letter of instruction can help your loved ones manage important information about you. A…
In estate planning, a letter of instruction is an essential element of the overall plan. It is an informal document that will give your loved one’s important information about personal and financial matters after your death. Letters of instruction are…
About 50% of Americans do not currently have a will. While a will is a necessary document that every person who owns assets should have, it is still a relatively simple document that may not cover everything you want it…