Estate and Insurance Planning
Family Love Letter
Most importantly, you want them to know that you love them enough to assure they know what’s important – about you and to you.
Just as important is giving your family the peace of mind that comes with clear instructions on your wishes, intents, assets, benefits and advisors. All too often, people fail to leave behind correct and complete information for their families. Without clarity of desire and specificity of information, families struggle about “what to do”, experience conflict, overlook assets, or make costly and often irrevocable mistakes. Just as important is giving your family the peace of mind that comes with clear instructions on your wishes, intents, assets, benefits and advisors. All too often, people fail to leave behind correct and complete information for their families. Without clarity of desire and specificity of information, families struggle about “what to do”, experience conflict, overlook assets, or make costly and often irrevocable mistakes. The Family Love Letter is designed to:
- Provide information in a time of grief, stress and confusion at death or during an incapacity;
- Minimize the types of inadvertent mistakes which often occur during this turmoil; and
- Has as the primary purpose – to reduce the confusion and stress, which almost always accompanies the death or incapacity of a loved one.
The Family Love Letter consists of 5 Sections in organizing all the information one wishes his/her family to know:
- Section I – Advisors and Assets
- Section II – Financial Information
- Section III – Insurance and Benefits
- Section IV – Legal Documents and Other Information
- Section V – Family History and Ethical Will
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