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

Paul M Caspersen CFP MS

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ISBN 10: 1432780727 / ISBN 13: 9781432780722
Published by Outskirts Press
New Condition: New Soft cover
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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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Bibliographic Details

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

Publisher: Outskirts Press

Binding: Paperback

Book Condition:New

Book Type: Paperback

About this title

Synopsis:

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.

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 CFPs. 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

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