My F&M

A Practical Addition to your Estate Plan

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Estate planning is an important part of any comprehensive financial plan.  Unfortunately, most estate plans leave out the practical stuff; things like your desired funeral plans, items you want in your obituary, where you keep electronic passwords, where you have bank accounts, etc., items not covered in a will or trust.  Creating a letter to your family with this information can provide your heirs with significant peace of mind and allow them to celebrate your life without the unnecessary worry of whether they handled things the way you would have wanted. 

Click here for a downloadable family letter template.