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Letter giving instructions to an estate planner

Marcus White
White & Grey, Inc.
Hometown NY

Dear Mr. White

I want to thank you first of all for meeting with my wife Jamie and myself this past week. We have thought about and discussed the information you have given us and have decided to proceed with the initial planning for Jamie's father.

With this in mind, we are formally submitting instructions for the planning of his estate. We need to structure the estate so that he can take advantage of the maximum tax-free allowances for his grandchildren. We also need to structure his finances so that the minimal impact will be felt from estate taxes. This could possibly mean setting up a trust account where his main assets will be placed. He also wants to be able to make a substantial gift to start a college scholarship fund in the name of our mother Linda.

I look forward to hearing from you once you have started establishing the guidelines for the estate plan.

Sincerely
Jack Howard
         


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