facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



The Lifeguard Wealth Blog

Publications, Insights & News




Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Thumbnail

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning

A will distributes a majority of your property, but often leaves out smaller belongings - leaving loved ones to organize what is left. This is where a letter of intent can be of significant value. Though it is not a legally binding document, a letter of intent can provide structure and emotional support to loved ones.

Read More