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Plan Your Estate With a Letter of Instruction

Plan Your Estate With a Letter of Instruction

In any comprehensive estate plan, a letter of instruction (LOI) is an important component, whether you’re starting from scratch or have an existing one. A letter of instruction can help your loved ones manage important information about you. A LOI…

Planning Your Estate: What You Need to Know

Planning Your Estate: What You Need to Know

While estate planning may seem exclusive to the very rich, an estate is simply the aggregate of property that an individual owns, and nearly everyone owns something. Property ownership includes individual as well as jointly owned bank accounts, stocks and…

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