Family Love Letter

"The only thing you take with you when you're gone
is what you leave behind.
"
- John Allston

As estate planners, we constantly admonish our clients to make sure they have properly planned for their incapacity and death. Unfortunately, our focus often begins and ends with the execution of proper documents and the titling of assets. We often fail to make sure the client’s family and decision makers will have adequate information about the client’s assets, liabilities and intents. For example, how many children know where a parent wants to be buried, or who the pallbearers should be? While many clients are reluctant to discuss the tragedy of their death or disability with family members, they have less concern about leaving written information behind. This is the purpose of the Family Love Letter. See our partner web site, familyloveletter.com for more information.

Scroggin & Company, P. C.
The Brannon House
647 Mimosa Blvd.
Roswell, GA -30075-
(770) 640-1101
(866) 913-6548 - TOLL FREE

Influencing Heirs:

If the true starting point of estate planning is "To Protect and Preserve Family," then clients and their advisors need to.....

There are certain Inevitables in any Family Business:

  • There is no Equity Value - it is merely a Liability Waiting to Happen
  • You Create Inevitable Conflicts when you have Family Inside and Outside of the Business Being Owners
  • The Estate Tax is NOT going Away!
ESTATE PLANNING BUSINESS PLANNING PLANNING ADVICE