Estate Planning

Comprehensive estate planning requires teamwork and will allow you to achieve many goals. With you at the helm, we will work closely with you and your other advisers to help develop the best estate plan for you and your family.  Working with us to plan your estate protects your quality of life by empowering loved ones and advisors to make financial and health related decisions when needed.  Depending on your specific need, you can work with a FORUM 1st representative, or you can work with a financial professional from FORUM Private Client Group LLC.  Please explore each option under the “Investment Services” tab or the “Private Client Group” tab to determine which is the better match.

Services

• Attorney referrals for will preparation, including living wills, health care representative designations, and living trusts
• Fiduciary asset management of retirement and legacy investments
• Charitable gifting strategies
• Estate planning and administration