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Tag: Letter of Instruction

Estate Planning Primer

Written by Minich MacGregor Wealth Management on June 1, 2023. Posted in Uncategorized.

There are many aspects to a successful estate plan, but four documents are especially important: Your Power of Attorney, your, Advanced Medical Directive, your Letter of Instructions, and of course, your Will.

Four Critical Estate Planning Documents

Written by Minich MacGregor Wealth Management on September 7, 2021. Posted in Uncategorized.