06-27-25 ARI Book Profits (TPV 2nd)

Dear Patriot,

Yesterday, we talked about the importance of having “the talk” with your family. But talk only goes so far—what you need next is legal muscle: the Letter of Instruction.

Unlike a will or trust, this document speaks plainly. It tells your family:

  • Where to find your accounts and keys

  • Who to call and what to do

  • How you want things handled—funerals, pets, passwords, and more

  • What you expect before the reading of a will or the filing of probate

It’s not legally binding—but it might be the most powerful document in your whole plan.

Tomorrow, we pivot again to a topic most retirees overlook—how to protect your sleep in retirement for better health and longer life.

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American Retirement Insider

Poll Of The Day

Do you have a written Letter of Instruction or similar guide for your loved ones?

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Fun Fact Of The Day

Retirees who leave behind a clear Letter of Instruction reduce family confusion and stress by up to 80%, according to estate attorneys.

Let me know when you’re ready for June 28’s transition into retirement sleep science—it’s a fresh topic with real health payoff.