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    Do I Need a Letter of Instruction for My Heirs?
    Do I Need a Letter of Instruction for My Heirs?
    Do I Need a Letter of Instruction for My Heirs?
    Ebook20 pages9 minutes

    Do I Need a Letter of Instruction for My Heirs?

    By Dale Maley

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    About this ebook

    Millions of American Baby Boomers are reaching retirement age. Many of them have set up estate plans using either wills or trusts. One additional document that can save their heirs a great deal of time is a Letter of Instruction. This short story explores how writing a Letter of Instruction can greatly ease the burden on your heirs of settling your estate.

    LanguageEnglish
    PublisherDale Maley
    Release dateNov 19, 2010
    ISBN9781452388908
    Do I Need a Letter of Instruction for My Heirs?
    Author

    Dale Maley

    Dale C. Maley is the author of the 19999 book Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pros.He is also a contributing author to Chapter 18 Seeking Help from Professionals in the 2009 book The Bogleheads Guide to Retirement Planning.He is a very successful private investor who has been a student of Financial Planning and Investing for over 30 years. He was trained as an engineer at the University of Illinois and has been a practicing engineer for 32 years. His accomplishments as an engineer include the granting of 16 U.S. Patents and authorship of over 500 professional technical papers. He is also a member of the International Society of Automotive Engineers and the Society of Manufacturing Engineers.He also has earned an MBA (Masters Degree in Business Administration) degree from Illinois State University. His background in mathematics, engineering, and business provides him with the excellent basis for understanding and teaching investments and financial planning.He is also a very successful investor who has been investing in common stocks and mutual funds since 1980. He has also personally invested in both 401(K) and IRA plans, so he is familiar with participation and management of these types of investments. He has been investing in indexed common stock mutual funds since 1990.Dale became a Registered Financial Advisor in the State of Illinois in 2006 and is currently launching his business as a fee-only financial planner. He is President of Maley Financial Planning LLC.

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      Book preview

      Do I Need a Letter of Instruction for My Heirs? - Dale Maley

      Do I Need a Letter of Instruction for My Heirs?

      by

      Dale C. Maley

      SMASHWORDS EDITION

      PUBLISHED BY:

      Artephius Publishing on Smashwords

      Do I Need a Letter of Instruction for My Heirs?

      Copyright © 2010 by Dale C. Maley

      All rights reserved. Without limiting the rights under copyright reserved above, no part of this publication may be reproduced, stored in or introduced into a retrieval system, or transmitted, in any form, or by any means (electronic, mechanical, photocopying, recording, or otherwise) without the prior written permission of both the copyright owner and the above publisher of this book.

      * * * * *

      Table of Contents

      Chapter 1

      Definition of a Letter of Instruction

      Chapter 2

      The Smith’s Letter of Instruction

      Chapter 3

      Complete Documentation Package

      Chapter 4

      Summary

      Bibliography

      Web Sites

      * * * * *

      Warning-Disclaimer

      This book is designed to provide information in

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