Last Will & Testament: Add a Letter Covering These 14 Wishes

Posted By T. Lee Sherbakoff, CPA/PFS, CFP® on Mar 12, 2019


Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time.

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