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helping families LEAVE a legacy
family love letter Products
Created with thought-provoking sections, tables and fill-in-the-blanks on everything from your professional advisor's contact information to the passwords on your computer to what you would like to be remembered for, the Family Love Letter is an indispensable planning tool.
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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.”
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Speaking Engagements
Donna Pagano is a highly sought-after speaker who provides guidance, training and certification programs to professional advisors, associations, public interest groups and individuals. Her presentations can provide a value-added boost to your current clientele and help you build your book of business.
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Family Love Letter
The incapacity or death of a family member is always a traumatic event. However, the emotional turmoil and family pain is often magnified by the resulting confusion over the plans, assets and desires of an incapacitated or deceased family member. The mental fogginess that accompanies the family's trauma is exaggerated by the inability to make basic decisions because of the lack of basic information.
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Family Love Letter is available in print and digital formats.
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