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3001 Aloma Avenue
Suite 106
Winter Park, FL 32792

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LaForest Wealth Management

(407) 951-7324

 

Estate Planning

Estate Planning (or Legacy Planning) is an essential part of the planning process. Even though we are very knowledgeable in this area, we do not provide legal advice.

A Will, Power of Attorney, and Living Will for each individual is a responsible approach to the future.

To ensure that your assets are transferred to your beneficiaries the way the you intend, we review your assets to ensure that they are "plated" correctly.

If you don't have an estate planning attorney, we work with a local attorney that we can suggest. It is always a good idea to make sure  that these services and costs are provided in advance to you doing business.

Estate Planning Checklist


DISCLAIMER:Neither NEXT Financial Group, Inc. nor its representatives offer legal advice. Consult your legal professional regarding your particular situation.