I have frequently written about letters of intent as a means for parents of disabled children to pass on information regarding their instructions if the parent dies. See “Parents of Disabled Children ...

While most adults know they should have a will or trust, few realize they also should have a companion document known as a letter of instruction. This letter can help organize their own finances, ease ...

A "Letter of Instruction" may be made to go along with your will to dictate how your assets will be distributed and to pass along any messages and directions you have about your estate and your ...

Q: My brother in law told me that in addition to a will, I should have something called a letter of instruction? Exactly what is this? A: If you're old enough to think in practical terms about ...

In addition to the various legal documents included in an elder law estate plan, an informal document referred to as a letter of instruction (LOI) is commonly used to convey advice, desires and ...

It wasn't until my husband and I decided to hire a financial planner that we discovered how disorganized our records really were. Of course, we waited until the last minute to pull together all the ...

‘DEAR ELEANOR,’ her kindly lawyer-cousin wrote; ‘I think, as we are on the subject of your will, that you may wish also to look through your letter of instructions. You gave it to me directly after ...