We are so grateful at Forward Inheritance to learn from so many others who are experts in their discipline. We are not here to be your wealth manager or your tax accountant or your estate attorney. We are here to partner with them so that all of the professionals who serve the business of your family can do so more effectively.
There was a recent X post from CPA Brennan Schlagbaum that caught my attention (summarized below):
“If you die without a plan...
The government takes 40% in tax
Probate court costs $100k+
Your kids get the scraps
If you love your family, here's every document you need to protect them:
1) Emergency Access List
2) Legal Documents
3) Money Protection
4) The "First 48 Hours" Sheet
5) Business Owner Addition
6) Trust Setup
Setting this up takes a weekend...
But ignoring it could cost your family everything.
So start before you're ready...
Because no one plans on dying.”
I would submit it takes more than a weekend, and that’s OK. Maybe it takes a month or year, and that’s OK. Our Inheritance Portal secures, stores, and shares all of the above in an automated way, ensuring that you are protecting your family legacy. No one plans on dying, but we need to set our families up for success once the inevitable occurs. We can move our families forward…