Letter Of Intent Will
Unlike a will, it does not need to be prepared by an attorney. It is, however, a repository for everything your family would need to know in an emergency situation. Just what needs to be included in such a letter?
With so much of our financial lives transitioning to an online presence, user names, passwords and PINs for accessing your accounts are essential. Names and contact information of bankers, advisors, attorneys and any other professionals who handle your assets will be important information. However, it is just as important to include a narrative of your wishes for things that are not covered by your will and don't require probate intervention to distribute. Perhaps you have some treasured collectibles or unusual items that your heirs might need your guidance on how to handle them. In fact, your will can point to your letter of intent as to the expression of your wishes for such things, so that updated or additional information can be added without changing your will.
For a more comprehensive listing of what you should consider putting in your letter of intent, check out this article.
Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest. 
We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press. 
We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months. 
Many news organizations offer what is called a Rich Site Summary (RSS) feed, a listing of the latest changes to their site's content. We have subscribed to several of these news feeds and present a list of their latest ten articles on a page on this website to save our clients the hassle of going to multiple websites just to see what is available. Currently, we subscribe to 
At Stout Bowman every investment client is first a financial planning client; it's important to go through that process before we make any professional investment recommendations. Therefore, we strive to make financial planning understandable and comfortable every step of the way. One way to do that is to provide our clients access to financial education resources. To that end, we have subscribed to educational websites to receive their news feeds and present a list of their latest ten articles on a page on this website. Currently, we subscribe to