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Letter of Instructions Estate Planning

Ward and Smith, P.A.

Ensuring a Furry Future: Estate Planning for the Pets We Love

Ward and Smith, P.A. on

Pets are not just animals, they are cherished members of our families, providing unconditional love and companionship. That is why, as responsible pet owners, it is our duty to ensure that our beloved furry friends are cared...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan

You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power of attorney. While these documents are essential for your plan, your family could also use a “road map” to...more

Adler Pollock & Sheehan P.C.

Make Your Thoughts Crystal Clear to Your Family

Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter of instructions. The letter, unlike a valid will, isn’t legally binding, but can be valuable to...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019: Put pen to paper How a letter of instruction can benefit family harmony

A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction....more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019

Do you know the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen? Or what nonlegal document should accompany a will? We are pleased to present the...more

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