Skip to main content

Menu

About
How We Help
Insights
Resources
For Clients
Contact

About
How We Help
Insights
Resources
For Clients
Contact

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.

click here to contact an advisor

OUR SERVICES

Financial Planning
Retirement Planning
Portfolio Management
401K Advice
401K & 403B Plans

HOW WE HELP

What We Do
Who We Help
Our Process
Educational Events
Risk Analysis

RESOURCES

Blog
Advanced Retirement Calculator
Start a Plan
Cybersecurity Tips

FOR CLIENTS

Black Diamond
Schwab Alliance
eMoney
Contact Us

ABOUT US

About Our Firm
Meet Our Team
Origin Story
Office Locations

Disclosures | Privacy Policy | Form CRS

© Minich MacGregor Wealth Management. All rights reserved. Website designed by Five Towers Media.

Back to Top