A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Considering some important issues now could provide more options in the event of early retirement.
How much can you afford to pay for a car?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?