June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals. In today’s podcast, National Director of Wealth Strategies Drew Horwitz discusses what you should include in your letter of intent, and how it can help your family more easily implement your plan.
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