Estate Planning Is Essential to Being Prepared

It makes sense that more aging Americans have completed wills and estate plans compared to younger Americans. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data — lack any type of estate plan. Although managing these details can seem […]

Creating a Letter Of Instruction To Go With Your Estate Plan

It doesn’t matter whether you are starting from scratch or have an estate plan in place, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. An LOI conveys your desires, includes practical information about where to find […]