While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs.
- Where is their will?
- Who was their lawyer, advisor, or accountant?
- What is the password to their computer?
- Where did they want to be buried?
- What did they intend to happen with the inheritance?
We all carry a paper trail and many individuals admit to delaying the important work of communicating their intentions to their heirs. This is where the Family Love Letter can help.
In this complimentary webinar, Daniel Yoo, CFP®, CEPA® and Michael Maglieri from PBMares Wealth Management team provide an overview of this comprehensive estate planning tool, identifying key considerations to make in the planning process, and much more. Watch the Recording
What is The Family Love Letter?
This important planning tool is designed to bridge the gaps in understanding from one generation to the next. The Family Love Letter reduces confusion, stress, and conflict for your loved ones in a time of grief by combining the aggregation of your paper trail with an invaluable dialogue about legacy.
Our program yields two valuable results:
- A physical neatly-bound notebook organizing your personal and financial paper trail.
- The peace of mind that your family is on the same page, everyone’s voice is heard, and each heir’s role is understood.
We all know family dialogue can be difficult, demanding, and contentious at times. Our Family Love Letter planning session can help navigate your family through the wealth transfer process and ensure that your house is in order well before it needs to be.
Contact us today using the form below. Our team will be in touch with you to answer questions and help you get started on your Family Love Letter.
Add the words “Family Love Letter” in the subject line or in the comment section.
About the Authors:
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
Michael Maglieri
Wealth Advisor
Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.
