Estate Planning Services
For entrepreneurs, individuals, families, retirees, and those experiencing life events.
Serving Portsmouth NH, Portland ME,
Boston MA, and beyond.
Protect the Ones You Love
Estate planning is essential to your overall financial plan – especially because it works to protect your loved ones. Estate planning is, however, often overlooked, particularly by our younger clients, but starting at 18 years old, there are documents which should be executed. A strong estate plan is one that evolves as your life changes.
Advance Your Vision
At Guyton/Forge, we define and refine your estate plan as life events occur. For example, any change in circumstances, such as getting married, is an event which can prompt key changes to your estate plan. When you get married, it’s a good idea to establish your will and put a power of attorney in place. Once children are involved, having a trust becomes vitally important in case assets need to flow to a minor child in the event of a death. As your children age, estate planning (which may include education planning) can also be used as an effective tax planning tool.
Our Estate Planning Process
Guyton/Forge is a trusted advisor of many families and multi-generational families throughout the NH Seacoast, Southern Maine, Boston area, and beyond.
We are here to help you plan for the needs of your spouse, children, grandchildren, and/or parents as necessary – as well as any charitable wishes – so you may leave a legacy of which you are proud.
Custom Estate Plans Include +
Protection of assets from estate taxes, creditors, and lawsuits
Multi-generational estate distribution, planning, and design
Business continuity integration as necessary
Documents review: Insurance policies, wills and trusts, income tax returns
Estate and inheritance tax reduction strategies
Charitable giving benefits analysis
Collaboration with your attorneys, CPA and other professionals
And more +