When structuring legacy plans, parents may feel as if they are swimming against a riptide. They make a little progress then lose sight of the shoreline. Some issues they face concern their child’s in-laws, premarital planning, and how much control to give to a beneficiary. Take action now to protect and maximize your assets.
Family on a beach
Structuring a financial legacy plan to perpetuate your wealth can be highly complex. IZALE can help you create the right plan

For the past 30+ years, Jonathan Forster has served as an outlier in the private client space. BakerHostetler’s Private Wealth Group, which he manages as the Northeast practice leader, has honed a unique legacy management experience that removes siloed, conflicted advice, incorporates family values and takes clients through an iterative, interactive and multi-disciplinary process using a fintech application (unique to BakerHostetler).

This article contains a checklist of steps to take to ensure your financial plan is successful.

Download the White Paper
Jonathan Forster

Jonathan Forster is a Legacy steward for successful families at national Private Wealth Group

Connect on Linkedin

More like this

embracing man and women on a tropical beach

Recent Settlement Highlights Risks Associated with Top Hat Plans

White paper By Jim Earle & Christopher Stock
Blank gravestone surrounded by grass

Death Benefit Only Plans – Not Dead Yet!

White paper By R. Scott Richardson, JD

3 Simple Steps to Finding Your Tailored Solution


We'll start by asking a few questions and listening to your challenges and concerns.


We then research and collaborate, including our network of experts as needed.


Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.

Let’s start the conversation

Just fill out the form, call 855-492-5334 or email us.