How to Enhance Estate Planning: Direction Memo™ Published by Outskirts Press
Estate planning consultant Paul Caspersen shows how to write letters of instruction that detail those crucial actions that need to be taken beyond traditional estate planning so that grieving family members won’t be burdened with guessing what to do.
Ankeny, IA, October 19, 2011 --(PR.com)-- Paul M. Caspersen, CFP, MS, announced today the release of Direction Memo™, How to Write a Letter of Instructions for Your Estate Plan, published by Outskirts Press. Caspersen’s comprehensive guide teaches those creating or finalizing their estate planning how to write those detailed letters of instruction that determine not who gets what, but --equally as important -- what exactly needs to be done.
The important people in one’s life can benefit tremendously from a Direction Memo™, a.k.a. letter of instruction, so that they do not have to guess, figure out for themselves or haggle over who is responsible for getting done those specific actions that will carry out the more general directions of traditional estate planning. Particularly during the emotionally trying period of bereavement, these details are better left on paper, specifically noted and fully detailed, rather than forced into the decision process of grieving relatives.
Instead of adding endless instructions to one’s will or trust, one can specify those basic, yet important things that will need to be done in a Direction Memo™. Loved ones will not then have to grapple with decisions they might only be able to guess about when the deceased has left no directions for them to follow.
Here, for example, are a number of questions that habitually come up which can be answered in a detailed letter of instruction:
“How might my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?”
“What would my mother have wanted me to do with her jewelry?”
“Who is the primary financial advisor my husband would have wanted me to trust now that he’s gone?”
“What happens with my husband’s retirement plan now that he’s gone?”
“Did my father really want to be cremated?”
“Now that mom is moving permanently to a nursing home, who is a good real estate agent in her neighborhood we can use to sell her home?”
A Direction Memo™ will prevent any breakdown of continuity in one’s financial planning and will immeasurably help alleviate any unnecessary burdens for one’s survivors.
Direction Memo™ is available on-line in paperback through Amazon and Barnes and Noble and at www.outskirtspress.com/bookstore for a maximum trade discount in quantities of ten or more.
Format: 8.25 x 11 paperback ISBN: 978-1-4327-8072-2 SRP: $19.95
Genre: Business and economics/personal finance/law/estates and trusts
About the author:
Paul Caspersen brings talent for complex financial thinking to estate planning. He is a pioneer in the field of drafting side Letters of Instruction within the comprehensive estate plan and he works diligently to ensure families have properly executed financial planning documents in addition to the traditional legal documents drafted by an attorney. His work has been adopted by hundreds of Professional Advisors. Caspersen graduated from the University of Northern Iowa as an undergraduate and the College for Financial Planning in Denver with a Master’s Degree in Financial Planning.
For more information or to contact the author, visit www.outskirtspress.com/directionmemo.
Outskirts Press, Inc., 10940 S. Parker Rd. - 515, Parker, Colorado 80134
http://outskirtspress.com 1-888-OP-BOOKS
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The important people in one’s life can benefit tremendously from a Direction Memo™, a.k.a. letter of instruction, so that they do not have to guess, figure out for themselves or haggle over who is responsible for getting done those specific actions that will carry out the more general directions of traditional estate planning. Particularly during the emotionally trying period of bereavement, these details are better left on paper, specifically noted and fully detailed, rather than forced into the decision process of grieving relatives.
Instead of adding endless instructions to one’s will or trust, one can specify those basic, yet important things that will need to be done in a Direction Memo™. Loved ones will not then have to grapple with decisions they might only be able to guess about when the deceased has left no directions for them to follow.
Here, for example, are a number of questions that habitually come up which can be answered in a detailed letter of instruction:
“How might my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?”
“What would my mother have wanted me to do with her jewelry?”
“Who is the primary financial advisor my husband would have wanted me to trust now that he’s gone?”
“What happens with my husband’s retirement plan now that he’s gone?”
“Did my father really want to be cremated?”
“Now that mom is moving permanently to a nursing home, who is a good real estate agent in her neighborhood we can use to sell her home?”
A Direction Memo™ will prevent any breakdown of continuity in one’s financial planning and will immeasurably help alleviate any unnecessary burdens for one’s survivors.
Direction Memo™ is available on-line in paperback through Amazon and Barnes and Noble and at www.outskirtspress.com/bookstore for a maximum trade discount in quantities of ten or more.
Format: 8.25 x 11 paperback ISBN: 978-1-4327-8072-2 SRP: $19.95
Genre: Business and economics/personal finance/law/estates and trusts
About the author:
Paul Caspersen brings talent for complex financial thinking to estate planning. He is a pioneer in the field of drafting side Letters of Instruction within the comprehensive estate plan and he works diligently to ensure families have properly executed financial planning documents in addition to the traditional legal documents drafted by an attorney. His work has been adopted by hundreds of Professional Advisors. Caspersen graduated from the University of Northern Iowa as an undergraduate and the College for Financial Planning in Denver with a Master’s Degree in Financial Planning.
For more information or to contact the author, visit www.outskirtspress.com/directionmemo.
Outskirts Press, Inc., 10940 S. Parker Rd. - 515, Parker, Colorado 80134
http://outskirtspress.com 1-888-OP-BOOKS
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www.outskirtspress.com
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