The Missing Link in Estate Planning

2023-07-27T13:54:42-05:00By |News, Uncategorized|

Letter of Instruction: The Missing Link in Estate Planning By Christopher K. Johnson, CEP®, CRPC®, CLTC, AAMS®, AWMA® Ohio Regional Partner If you worked with your estate planning attorney and financial professional to create and update a complete plan, including a will and other estate documents, congratulations! You took care of an important, often neglected need. However, a glaring hole, if left unattended, can cause havoc for loved ones you leave. A letter of instruction helps fill that gap, potentially heading off future confusion and estate disputes. A non-legally binding document, this letter informs loved ones and other beneficiaries