Forecast Estate Planning
Educational Services
Why pick this one
Forecast Estate Planning provides free consultations, attorney-drafted estate documents, and educational guidance for clients nationwide.
Best for
- People considering a revocable living trust
- Families needing healthcare or financial powers of attorney
- Individuals planning beneficiary distribution and estate taxes
- Clients combining estate planning with life insurance or retirement income strategies
Specialties
- revocable living trusts
- healthcare and financial powers of attorney
- beneficiary planning
- estate tax planning
- attorney-drafted estate documents
Certifications
- Certified Financial Fiduciary®
- licensed insurance agents
What makes them different
- Offers attorney-drafted estate planning documents
- Uses an educational approach to explain trusts, wills, powers of attorney, beneficiaries, and estate taxes
- Provides free consultations
- Serves clients nationwide
- Founders James Hamilton and Renee Parris are Certified Financial Fiduciaries® and licensed insurance agents
Distilled from this business's own website.
Contact & Location
- Address
- 555 S Mangum St, Durham, NC 27701-4688
- Phone
- +19197036400
- Website
- http://forecastfinancialgroup.com/
- info@forecastfinancialgroup.com
Services
- estate planning
- life insurance
- retirement income strategies
- annuities
- long-term care insurance
- free estate planning consultations