Estate Planning

Before you start developing your estate plan and focus so much attention on taxes, step back. Reorient your perspective. Fundamentally, estate planning is not about death and taxes. Instead, the most important goal of estate planning should be to provide “A Legacy for the Living.”

Will you leave chaos? Or, will you leave a well-conceived plan with information to help your family in its confused times?

Your incapacity or death will radically impact your family. Yet, seventy percent of Americans do not have an estate plan. Failure to plan and a failure to provide basic information in virtually every case will create family conflict, cause the dissipation of assets you have spent a lifetime building, or result in the payment of income and estate taxes that might have been avoided easily.

Please review the following articles for insightful estate planning information. For reprint permission or to download copies, please contact Jeff Scroggin at 770.640.1101 or This email address is being protected from spambots. You need JavaScript enabled to view it.
  • qxio-android-arrow-dropright-circleEstate Planning – Time for a Review 2018
  • qxio-android-arrow-dropright-circlePersonal Property – The Forgotten Part of an Estate Plan
  • qxio-android-arrow-dropright-circlePersonal Property Disposition List (Single)
  • qxio-android-arrow-dropright-circlePersonal Property Disposition List (Married)
  • qxio-android-arrow-dropright-circlePlanning for Medical Decisions

Estate Planning Consists of Three principal elements

A plan designed to provide for the dsiposition of your assets(at the least possible estate and income tax cost) 

The execution of documents that properly provide for your incapacity and death 

Detail facts about your assets and liabilities

Legacy Planning

  • qxio-android-arrow-dropright-circlePart I – Reasons and Philosophy
  • qxio-android-arrow-dropright-circlePart II – Some of the Tools
  • qxio-android-arrow-dropright-circleFamily Incentive Trusts TM
  • qxio-android-arrow-dropright-circleDivorce Planning
  • qxio-android-arrow-dropright-circlePartial Checklist of Actions as a Result of Divorce
  • qxio-android-arrow-dropright-circleWhat Dead Celebrities can Teach us About Estate Planning
  • qxio-android-arrow-dropright-circleSpousal Rights Upon Remarriage
  • qxio-android-arrow-dropright-circleLimiting Spousal Asset Rights

Business Planning

  • qxio-android-arrow-dropright-circleSeven Realities of Family Business Succession
  • qxio-android-arrow-dropright-circleAvoiding Mistakes in Buy-Sell Agreements


  • qxio-android-arrow-dropright-circleRealities of Family Business Succession
  • qxio-android-arrow-dropright-circleIncome Tax Planning for Clients with Shorter Life Expectancies
  • qxio-android-arrow-dropright-circleChecklist for Shorten Life Expectancies
  • qxio-android-arrow-dropright-circleTax Basis Planning
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