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Direction Memo: How to Write a Letter of Instructions for Your Estate Plan

Paul M Caspersen CFP MS

Published by Outskirts Press
ISBN 10: 1432780727 / ISBN 13: 9781432780722
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Bibliographic Details

Title: Direction Memo: How to Write a Letter of ...

Publisher: Outskirts Press

Binding: Paperback

Book Condition: New

Book Type: Paperback


Paperback. 284 pages. Dimensions: 10.9in. x 8.2in. x 0.7in.Prevent a Breakdown in Continuity of Your Financial Plan by Drafting a Direction MemoThe 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 retirementWhat would my mother have wanted me to do with her jewelryWhich Primary Financial Advisor can I trust now that my husbands goneWhat happens to my spouses retirement plan now that theyre goneDid Dad want to be cremated Who is the best real estate agent to sell Moms house now that she is moving to the nursing homeDo your loved ones a favor. With Direction Memo, you can answer these important questions so that grieving family members wont have to guess. This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Bookseller Inventory # 9781432780722

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Synopsis: Your "important people" can benefit tremendously from a letter of instructions (aka Direction Memo?) beyond the drafting of traditional estate planning documents. Why is it important to write a Direction Memo? if you already have your traditional estate planning documents drafted? If you review your documents (and understand them) you will realize that your estate planning documents are written to determine who gets what, not what needs to be done. In fact, many people wouldn't want to list every specific estate instruction in their binding documents. Rather than adding excessive instructions to your will or trust, you can write a Direction Memo?, which is the logical place for basic information.

Here are just a few issues the reader can address by completing a Direction Memo? so their loved ones won't have to search for answers to these questions

- "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?"

- "Who is the Primary Financial Advisor I can trust now that my husband's gone?"

- "What happens with his retirement plan now that he is gone?"

- "Did Dad want to be cremated? I thought he mentioned that awhile ago."

- "Who is a good real estate agent in Mom's neighborhood we can hire to sell her home now that she is permanently moving to the nursing home?"

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