Category: Estate Planning
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Letter of Instruction: How to Write One in 2026 (Free Template)
/ April 1st, 2026
A Letter of Instruction is one of the most important estate planning documents you’ll ever create… yet most people have never heard of it. Here’s the deal: your will and trust cover the legal side of your estate plan, but they don’t tell your family how to actually manage things if something happens to you.
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What Does Per Stirpes Mean? A Simple Guide With Examples
/ April 1st, 2026Today I’m sharing everything you need to know about Per Stirpes. In fact, this confusing Latin word recently saved our client from sending over $500,000 to the wrong beneficiary. (And she didn’t need an attorney to take action!) If you want to ensure the right people inherit your hard-earned money, you’ll enjoy today’s article. What
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