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. For reprint permission or to download copies, please contact Jeff Scroggin at 770.640.1101 or

General Estate Planning
Estate Planning – Time for a Review 2008
Estate Planning to Cope with the Current Legislative Uncertainty
Personal Property – The Forgotten Part of an Estate Plan
Personal Property - Ownership.List (Single)
Personal Property - Ownership.List (Married) 
Planning for Medical Decisions



Legacy Planning
The Changing Nature of Estate Planning Part I – The Fundamental Changes 
The Changing Nature of Estate Planning Part II – Influencing the Legacy
Protecting and Preserving the Family: The True Goal of Estate Planning
Part I – Reasons and Philosophy
Protecting and Preserving the Family: The True Goal of Estate Planning
Part II – Some of the Tools
Family Incentive Trusts 
TM Divorce Planning
Planning for Divorce – Part I
Planning for Divorce – Part II
Partial Checklist of Actions as a Result of Divorce


Business Planning
Seven Realities of Family Business Succession
Avoiding Mistakes in Buy-Sell Agreements


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