Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan - Softcover
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 information and a way to address important questions like these:
*How would my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?
*What would my mother have wanted me to do with her jewelry?
*Which Primary Financial Advisor can I trust now that my husband's gone?
*What happens to my spouse's retirement plan now that they're gone?
*Did Dad want to be cremated?
*Who is the best real estate agent to sell Mom's house now that she is moving to the nursing home?
Do your loved ones a favor. With Direction Memo, you can answer these important questions so that grieving family members won't have to guess.
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 information and a way to address important questions like these:
*How would my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?
*What would my mother have wanted me to do with her jewelry?
*Which Primary Financial Advisor can I trust now that my husband's gone?
*What happens to my spouse's retirement plan now that they're gone?
*Did Dad want to be cremated?
*Who is the best real estate agent to sell Mom's house now that she is moving to the nursing home?
Do your loved ones a favor. With Direction Memo, you can answer these important questions so that grieving family members won't have to guess.
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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 executed financial planning documents in addition to the traditional legal documents drafted by an attorney. Caspersen is the author of the book "Direction Memo: How to Write a Letter of Instructions for Your Estate Plan" and his work has been adopted by hundreds of CFP®s. Caspersen graduated from the University of Northern Iowa as an undergrad and the College for Financial Planning in Denver with a Masters Degree in Financial Planning.He can be reached at paulcaspersen@hotmail.com
"About this title" may belong to another edition of this title.
- PublisherOutskirts Press
- Publication date2011
- ISBN 10 1432780727
- ISBN 13 9781432780722
- BindingPaperback
- Number of pages284
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Direction MemoT: How to Write a Letter of Instructions for Your Estate Plan
Published by
Outskirts Press
(2011)
ISBN 10: 1432780727
ISBN 13: 9781432780722
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Softcover
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Book Description Condition: Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00019501842
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