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

By Paul Caspersen and Paul M. Caspersen Cfp MS

The important people in your life will benefit tremendously from a Direction Memoa letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets whatnot 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 husbands gone? ???What happens to my spouses retirement plan now that theyre gone? ???Did Dad want to be cremated? ???Who is the best real estate agent to sell Moms 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 wont have to guess.

• Format: Paperback
• Language: English
• ISBN: 1432780727
• ISBN13: 9781432780722
• Release Date: October 2011
• Publisher: Outskirts Press
• Length: 284 Pages
• Weight: 1.50 lbs.
• Dimensions: 0.6" x 8.3" x 11.0"