Estate Planning

Family Love Letter » Estate Planning

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.

Estate Planning

Legacy Planning

Business Planning

OTHER MATERIALS

Estate Planning Consists of Three Principal Elements

  1. A plan designed to provide for the disposition of your assets (at the least possible estate and income tax cost)
  2. The execution of documents that properly provide for your incapacity and death
  3. Detailed facts about your assets and liabilities
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"When my father died, he left a house full of memories, but little information. To this day, I remain concerned that I did not know what he intended to happen and what legacy he wanted to leave behind. I did know that he wanted to he buried in Arlington National Cemetery, but even then, it took me days of searching to find his military discharge papers that showed he could be buried there. I finally found them as a bookmark in a book on his shelf."

Jeff Scroggin, J.D., LL.M., AEP

"No one likes to think about these matters, but we can’t overstate the importance of the Family Love Letter. It prepares loved ones for the confusion of difficult circumstances. By pulling these important documents together and leaving important details in one place – email passwords, codes to the safe, etc. – men and women are getting their house in order for the good of those they are about most."

Donna Pagano, President of Family Love letter, LLC
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