COLORADO SPRINGS – A Letter of Intent complements an estate plan by providing direction and guidance for your trustee once you have become incapacitated or pass away. These letters can be useful in many situations, and become absolutely vital if you have minor children, loved ones with special needs, special wishes regarding a business or investments, or other specific guidance you want to pass along. Come to this workshop and learn:
- What is a Letter of Intent?
- Why do you need to write a Letter of Intent?
- How do you write an effective Letter of Intent?
This workshop is exclusively offered to only Legacy Protection Plan members and your guests.