It wasn't until my husband and I decided to hire a financial planner that we discovered how disorganized our records really were. Of course, we waited to the last minute to pull together all the ...

I have frequently written about letters of intent as a means for parents of disabled children to pass on information regarding their instructions if the parent dies. See “Parents of Disabled Children ...

While most adults know they should have a will or trust, few realize they also should have a companion document known as a letter of instruction. This letter can help organize their own finances, ease ...

In addition to the various legal documents included in an elder law estate plan, an informal document referred to as a letter of instruction (LOI) is commonly used to convey advice, desires and ...

‘DEAR ELEANOR,’ her kindly lawyer-cousin wrote; ‘I think, as we are on the subject of your will, that you may wish also to look through your letter of instructions. You gave it to me directly after ...

When you die, will your survivors know your immediate wishes? They will if you have provided them an estate document called a last letter of instructions. A last letter of instructions (sometimes ...

(MoneyWatch) So you've followed through with getting your estate documents in order. But having your documents in order is only part of a good estate plan. What you need to do next is to prepare a ...

Direction MemoT is a trademarked name given to a letter of instructions a person leaves for his loved ones that expresses his wishes for what should be done when he dies or becomes incapacitated. This ...