Non-Fiction - Retirement

Direction Memo(TM)

How to Write a Letter of Instructions for Your Estate Plan
By Paul M. Caspersen CFP® MS

Author Paul Caspersen shows his superior training as a financial planner in his "Direction Memo" which is a well-planned and executed workbook on how an individual should write out instructions for carrying out his/her estate. The author cites the need for writing out directions so...

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