Estate Planning 

At Forshaw Wealth Management Estate planning is an integral part of financial planning as it helps to establish a security cushion for your loved ones and ensures that your legacy is directed as you choose. We work with your legal and tax advisors to analyze your estate tax needs to identify and tailor techniques that are implemented to meet your objectives.

You are a perfect candidate for estate planning when: 

  • Maximizing the amount of your assets that is transferred to your loved ones is a priority 

  • Caring for your children and other dependents such as aging parents and want a final say in who serves as their guardians should you die prematurely 

  • Setting aside something for charities or other organizations for your philanthropic work. 

**Some Estate Planning strategies may require the involvement of a legal professional.

 

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