About Us

Donna Pagano, CFP©
President, Family Love Letter

Donna Pagano is President of the Family Love Letter and the co-author of the Family Love Letter. A highly sought-after speaker and champion of helping families “getting their house in order,” Donna brings passion, wisdom and experience to her work with professional associations, public interest groups and individuals. Her focus is the value of the living legacy of the Family Love Letter. She provides guidance, training and certification programs to professional advisors on using the Family Love Letter and helps individuals and families understand how to best work with a team of advisors to create their own legacy.

Donna has more than 20 years experience in the financial services industry. She was formerly vice president of a women’s markets program at a national financial company. Prior to pursuing her passion in the women’s markets, Donna was national director of business development for a leading financial services company where she served as a business coach to the company’s top advisors in designing and implementing strategic business plans. She also had a successful personal practice as a financial advisor in Southern California. Committed to professional education, she earned the industry’s prestigious Certified Financial Planner® professional designation.

Donna has been quoted extensively, including in the Wall Street Journal, Journal of Practical Estate Planning, Seattle Post Intelligencer, Medical Economics, National Underwriter, Kiplinger Retirement Letter, Chicago Tribune and also featured on the Financial Discipline Show with Kevin Skipper. She resides in Thousand Oaks, California with her husband, Joe, of 40 years. They have three children and five grandchildren.

John J. (“Jeff”) Scroggin,
AEP, JD, LL.M.

Mr. Scroggin has been married for 33 years to Lynn Geiger Scroggin and has three children. His oldest son is a professional blacksmith, his daughter works as a charitable event planner & fundraiser and his youngest son is an Iraq war veteran.

Mr. Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 33 years. His practice is devoted to tax planning, estate planning, business representations, business succession and sales of businesses. He is co-creator of the “Family Incentive Trust” and creator of the “The Family Love Letter.” He is known for his ability to convert complex, technical information into practical, useable forms. He also hopes he is not as pompous as this bio would seem to indicate.

Mr. Scroggin serves as a Member of the University of Florida Law School Board of Trustees. Mr. Scroggin received the following degrees from the University of Florida: B.S.B.A. (Accounting), 1974; Juris Doctorate, 1977; Master of Laws in Taxation (LL.M.), 1979. Mr. Scroggin taught tax law at the University of Florida Law School and College of Business. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner, is rated “AV” by Martindale Hubbell and has been selected by Atlanta magazine as a Georgia “Super-Lawyer” (2009, 2010, 2011 and 2012) and “Five Star Wealth Advisor” (2009, 2010 and 2011) based upon client satisfaction. Mr. Scroggin was Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning from 2006-2011 and was Co-Editor of Commerce Clearing House’s Journal of Practical Estate Planning from 2004-2006.

 Mr. Scroggin’s professional affiliations include: The State Bar of Georgia, the Florida Bar, American Revenues Society, American Tax Token Society, Atlanta Estate Planning Council, Buckhead Study Group, Georgia Planned Giving Council, and the North Georgia Estate Planning Council (President, 2002-2005).  He was Chairman of the North Fulton Community Foundation from 2007-2009 and is a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-2010) where he was Co-Chairman of the Long Range Planning Committee and served as Chairman of the Publications Committee. He is a member of the Board of Directors of  the Historic Roswell Convention and Visitors Bureau( 2004-present), and is a member of the Roswell Rotary Club. He served as Founding Chairman of the Friends of Barrington Hall (2008-2012). He is owner of the one of the largest private collections of tax memorabilia in the US.

Mr. Scroggin is the author of over 250 published articles and columns. Among the publications are: Estate Planning, Taxes, Financial and Estate Planning, Practical Tax Strategies, Leimberg Information Services, ABA Property and Probate, ABA Practical Tax Lawyer, ABA Practical Lawyer, AICPA Tax Advisor, Journal of Estates and Trusts, Trusts and Estates, Zaristky’s Estate Planning Alert,  Journal of Financial Services Professionals, Journal of Financial Planning,  Financial Services Professionals Newsletter, CCH Journal of Practical Estate Planning, Advisor Today, RIA Tax Watch, Financial Planning, Georgia Society of CPAs Bottom Line, Broker World, Life Association News, The Atlanta Journal/Constitution, Atlanta Business Chronicle, National Underwriter, Insights and Strategies, Bank Investment Marketing, NAILBA Magazine, Financial Services Advisor, Business Valuation, Utah Society of CPAs Journal, the Atlanta Bar Journal and the Georgia Bar Journal. He is a Columnist for Advisor Today Magazine (1997-2010) and was a Contributing Writer to National Underwriter. He has written three books and was recognized by the CFP Board of Examiners for writing one of the best planning articles for the year 2000. His website has been recommended by the Journal of Accountancy for estate planning purposes.

Mr. Scroggin is a frequent speaker on business, tax and estate planning issues.. Among the groups he has spoken for are: The University of Florida Law School Graduate Tax Program (2004, 2008, 2009, 2010, 2012), the Georgia State University MBA Program, the Million Dollar Roundtable, the State Bar of Georgia ICLE (1992, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2005, 2006, 2009), The National Convention of the Financial Planning  Association (1997, 1998, 2003, 2004, 2005, 2006, 2007, 2008 & 2011), the Atlanta Bar Association, Georgia Society of CPAs Annual Estate Planning Conference (2007, 2010, 2011), the Georgia Federal Tax Conference, The Texas Society of CPAs, Georgia Planned Giving Council, the Philadelphia Estate Planning Council (2007, 2010), the Estate Planning Council of Mississippi (2000 & 2003), the Central Texas Estate Planning Council, the Wilmington Estate Planning Council, the Spokane Estate Planning Council, the Stuart Estate Planning Council, the Northern Arkansas Estate Planning Council (2007, 2008), the St. Louis Estate Planning Council, the Louisville Estate Planning Council, the Atlanta Estate Planning Council, the Estate Planning Council of North Georgia, Chattanooga Estate Planning Council, the Northern Michigan Estate Planning Council, Estate Planning Council of Winston Salem, the Detroit Estate Planning Council, Red River Estate Planning Council, North Alabama Estate Planning Council, the Wisconsin FPA & CPA Annual Symposium, Schwab Trust, Canada Life, Partners Financial, the Colorado Springs FPA, the San Diego FPA, the Wisconsin FPA, the College for Financial Planning, The Society of Financial Services Professionals National Convention, The National Business Institute, NAPFA National Convention, The National Convention of the U.S./Philippine Chamber of Commerce, The Annual Convention of the Southern Council of Optometrists, The International Forum (2009, 2010) the Society of Senior Risk Managers, Ascensus, Financial Service Corporation, NAIFA Annual Meeting, Producers Web,  First Global, Subcenters, North Carolina Society of CPAs, North Carolina SFSP Annual Meeting, AXA Advisors, The Milner Group, ChFC Georgia Chapter, IAFP Georgia Chapter, NAIFA Georgia Chapter, Mid-South Society of the Institute of Certified Financial Planners, First Colony Life Insurance, CUNA Mutual Group, Metlife, Prudential Insurance Company, Family Wealth Counselors National Convention, Willis Corroon, Guardian Life Insurance Company, American General Life Insurance, Financial Network Investment Corp, Gulf States FPA (2007, 2010), Tri-State FPA Annual Meeting, the Houston FPA, NAILBA Annual Meeting, Atlanta Life Underwriters EXPO, A.G. Edwards, Enterprise Group of Funds, and the  Annual Convention of National Beer Wholesalers Association (2003, 2005, 2006, 2007, 2008 & 2009).

Mr. Scroggin has been quoted in a number of media sources, including: the Wall Street Journal (1999, 2004, 2005, 2006, 2007, 2009, 2010), CNN Headline News (on the Terri Schavio case), MSN Lifestyle, the Atlanta Journal/Constitution, National Public Radio Marketplace Radio, National Public Radio Talk of the Town, Fortune Magazine, Money Harvest, Dow Jones Investment Advisor, Worth Magazine, Registered Representative Magazine, Leads Magazine, Image Magazine, Financial Advisor, The Practical Accountant, National Underwriter, Bloomberg Wealth Management, Life Association News, Financial Planning, The New York Times, The Asian Wall Street Journal, New York Times International Herald Tribune, Planner Pavilion.com, Journal of Financial Services Professionals, Houston Chronicle, Fort Worth Star Telegram, Forbes Magazine, Redbook, Kiplinger’s, Money Magazine, Austin American-Statesman, Medical Economics, Smart Money Magazine, Wall Street Magazine, Minneapolis St Paul Business Journal, Investment News, The South China Post, Secured Retirement, The LA Times, Advisor Today, Bank of America magazine, Fortune Investor, BNA Estates Gifts & Trusts Journal, Atlanta Business Chronicle, Newsday,  Chicago Sun-Times, Bankrate.com, ABA Probate & Property, the Clarion Ledger, the Miami Herald, MSNBC (2010), New England Financial Journal, the Baltimore Business Journal, Physician Personal Advisory Magazine, and Knight-Ridder Tribune