You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an invaluable part of your estate plan. No ...

This document helps your executor and heirs fulfill your wishes Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public.

A comprehensive estate plan often includes writing a last will and testament to transfer your assets to your beneficiaries. Once you’ve passed away, the executor of your will shepherds the will ...