Zinner & Co. Blog and Newsroom

11 Items to Include on Your “Love Letter” / "Letter of Instruction"

Posted by Zinner & Co. on Oct 22, 2019 5:23:00 AM

An important piece of an estate plan (as well as good organization of your paperwork) is to put together a “Love Letter”, also sometimes referred to a “Letter of Instruction”. We have written about them in the past, but in case you are not familiar, a Love Letter is a document that lists important information for your heirs in the event that something should happen to you.

Read More

Topics: Estates, Gifts & Trusts, life insurance


Latest Posts

Learn why Zinner & Co. loves Cleveland

Subscribe to Our Blog