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Podcast: Foster & Motley : A Podcast About Wealth & Life
Episode: What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
Description: You’ve taken care of your will, power of attorney, and established a trust, but there is one more document you should consider as you think through your estate plans: a family letter.In this episode, Zach Horn, MBA, CFP®, CMFC®, emphasizes the significance of having a family letter as a supplement to your estate planning documents. A family letter can provide a personal touch to your last wishes and simplify the process for your loved ones. Zach delves into several key topics, including:How this letter can serve as a “catch-all” by containing personal...