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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.

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Topics: Estates, Gifts & Trusts, life insurance

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