Estate Planning by Forecast Financial Group

We are 100% convinced that proper Estate Planning may be the most important thing you do this year!

You get two choices for your estate.

The first plan is to do nothing and let the government decide what happens to your assets.  

The second plan is for you to set up a Revokable Living Trust and help your heirs avoid the probate process. 

Here are several questions to consider:

• Do you really want the State to handle your estate for you when you die?

• What are the core differences between a trust and a will?  

• How do I choose a healthcare and financial power of attorney?    

• How can I ensure my beneficiaries receive what I want them to have?

• When will they receive it?   

• How will my assets be taxed?

Forecast Estate Planning is here to help you answer these questions. 

Not only will you work with a well-seasoned, experienced professional team, you will benefit from our educational approach and attorney drafted documents.

We are offering free consultations to answer your questions.  Schedule an appointment using the link below.