Meet with James Hamilton, Consultant at Forecast Estate Planning

Your Estate Planning Strategy Session Congratulations on taking the next step toward protecting your family and your legacy. During this private one-on-one Strategy Session, we'll review your current estate plan (or help you start one if you don't have one) and identify opportunities to better protect your loved ones, your home, and your assets. What We'll Cover A review of your current Will, Trust, or estate planning documents (if applicable) Whether your estate may be subject to probate—and strategies that may help reduce or avoid it where appropriate How your home, bank accounts, retirement accounts, and life insurance are currently titled and whether they align with your goals Beneficiary designations and how they work with your estate plan Powers of Attorney, Healthcare Directives, and other essential planning documents Options for protecting minor children, blended families, special needs beneficiaries, and other unique family situations Recommendations tailored to your family's needs and goals What to Bring To help us provide the most accurate recommendations, please have the following available if possible: Information about any real estate you own A list of the people you would like to include in your estate plan Any questions or concerns you'd like to discuss Meeting Details Format: Private one-on-one consultation Length: Approximately 45–60 minutes Location: Zoom or by phone (based on your scheduled appointment) Cost: Complimentary with your webinar registration Before Your Appointment Please join from a quiet location where you can focus without interruptions. If you're married or planning jointly with a partner, we strongly encourage both of you to attend so everyone hears the same information and can participate in the discussion. Our goal is to educate you, answer your questions, and help you determine the estate planning solution that best fits your family's needs. By the end of your appointment, you'll have a clearer understanding of your options and the next steps for protecting the people and assets that matter most.