[PDF.60er] Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan
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Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan
Paul M Caspersen CFP MS
[PDF.pp23] Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan
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| #4454676 in Books | Outskirts Press | 2011-10-12 | Original language:English | PDF # 1 | 11.02 x.60 x8.27l,1.42 | File type: PDF | 284 pages | ||3 of 4 people found the following review helpful.| Perfect combination of comprehensive & easy to use|By Brian Weckman|This book is by far the easiest and most well-organized guide to creating a letter of instruction for your family. I have been a financial advisor for 15 years and have not found anything that is more usable when demonstrating the concepts involved in estate planning.
The beauty of this publication|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 execu
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 informati...
You can specify the type of files you want, for your device.Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan | Paul M Caspersen CFP MS. I was recommended this book by a dear friend of mine.
