My Family Love Letter

Working as both a team and father-daughter in financial planning, we are accustomed to working through many aspects of dynamic in our clients’ lives. Our days are filled with discussing estate planning, investments, asking tough questions, and working with clients as they sort through the vast changes that happen over our lifetimes. Often, we work hand in hand with Estate Attorney’s who draft family trusts, detailing the financial wishes of our clients. A trust is a necessary piece of your legacy planning and should be done with great care and consideration; but often we find ourselves with one missing piece: a Family Love Letter.

A Family Love Letter is a way for our clients to share their guiding principles, requests, advice, and hopes for the future of their legacy. Writing a Family Love Letter shares personal history, rooted family traditions, and life lessons for preservation. Family Love Letters are non-binding, and not intended to replace any legal documentation. We encourage you to give your Family Love Letter deep thought, adding, or omitting any information that desire.

We hope that you find this outline helpful in drafting your thoughts. Whether you decide to write a Family Love Letter or not, our team is here to continue guiding you and your family through every step of your journey.

Best Wishes,

Harlan Van Vooren & Tynessa Lowe

The Van Vooren Lowe Group