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.
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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.

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Jonathan Forster

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

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