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Personal Financial Planning
18. CHAPTER 17: INTRODUCTION TO ESTATE PLANNING/Side Instruction/Personal Instruction Letter
18. CHAPTER 17: INTRODUCTION TO ESTATE PLANNING Illustration
Syllabus Slides

Side Instruction/Personal Instruction Letter

01.Core Concepts

• Purpose • Disposition of tangible possessions (household goods) • Decedent’s funeral preferences • Location of safe deposit boxes and documents • Information about outstanding loans and other financial transactions • Separate from will and has no legal standing