Forefront Law, P.A
Managing estate planning
Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security of your legacy.
The basics of estate planning
Learn about estate and gift taxes, wills, trusts, and other important concepts so you can plan your estate with confidence.
• Estate planning basics
• What is a will?
• What is a trust?
• Tips for estate planning conversations
Estate planning strategies
Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process.
• Choosing an executor, health care proxy, & others
• Estate planning strategies by beneficiary
• Estate planning strategies by asset
Estate plan maintenance
Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.
• Reviewing & updating your estate plan
What we offer
Your estate plan may bring new financial needs to your attention. Let Forefront Law, P.A be your trusted partner every step of the way, with our broad range of options.
Portfolio Advisory Services
Consider professional money management and exclusive access to Forefront Law, P.A Strategic Adviser Funds.
Inherited IRA
Continue the tax-deferred growth potential when you inherit an IRA.*
Forefront Law, P.A Charitable
Forefront Law, P.A donor-advised fund can help you make the most of your giving.
Universal Life Insurance
Learn how you can preserve your wealth for loved ones with a flexible solution.
Forefront Law, P.A
Forefront Law, P.A is a free online service for customers that helps you collect and organize information for your estate plan.
[contact-form-7 id=”81″]