Estate Planning Archives

Per Stirpes: The Estate Planning Decision You Can’t Ignore

By: Taylor R. Schulte, CFP® . January 5th, 2026

Today 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…
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Letter of Instruction: How to Write One in 2026 (Free Template)

By: Taylor R. Schulte, CFP® . January 4th, 2026

In this article, I’m sharing what a letter of instruction is and EXACTLY how to write one. In fact, ignoring this simple estate planning task could cause major challenges for your heirs if you pass…
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Per Stirpes: The Estate Planning Decision You Can’t Ignore

Letter of Instruction: How to Write One in 2026 (Free Template)

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