(Download ebook) Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan
| #4725779 in Books | Outskirts Press | 2011-10-12 | Original language:English | PDF # 1 | 11.02 x.60 x8.27l,1.42 | File Name: 1432780727 | 284 pages |
||3 of 4 people found the following review helpful.| Perfect combination of comprehensive & easy to use|By Brian Weckman|This book is by far the easiest and most well-organized guide to creating a letter of instruction for your family. I have been a financial advisor for 15 years and have not found anything that is more usable when demonstrating the concepts involved in estate planning.
The beauty of this publication|About the Author|Paul Caspersen brings talent for complex financial thinking to estate planning. He is a pioneer in the field of drafting side Letters of Instruction within the comprehensive estate plan. He works diligently to ensure families have properly exec
Prevent a Breakdown in Continuity of Your Financial Plan by Drafting a Direction Memo™
The important people in your life will benefit tremendously from a Direction Memo--a letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets what--not what needs to be done. Rather than adding excessive instructions to your will or trust, use a Direction Memo, a logical place for basic yet crucial informat... [PDF.fp60] Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan Rating: 3.98 (778 Votes)
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