Planning Services Forging





Our planning services help you find the answers to questions like...

  • How do I have a conversation with my family and ensure that everything is in place as I would hope?
  • Do I have documentation in all the right places?
  • What are my long term options?
  • What if I want to give to certain charitable organizations or philanthropic opportunities?
  • How does my estate transfer and make sure my assets stay in tack for my family?
  • How do I create a trust?
  • What will my legacy be?

We help you find the answers by:

  • Facilitating family meetings and providing an unbiased view on organization and structure to money management
  • Going through all the necessary arrangements and assisting you with all your paperwork, account information, etc.
  • Assessing your long term care options
  • Setting up a charitable giving plan
  • Setting up a wealth transfer and plan for estate tax in your portfolio
  • Assist you with setting up a trust and educating you on all the options

We are here to help guide you through your goals and carry out your legacy for you.