Estate Planning2023-11-10T21:42:35+00:00

Estate Planning

Securing Legacies, Crafting Futures: Your Path to Peace of Mind in Estate Planning.

Personal and Proactive

Estate Planning

Business Valuation and Appraisal

We facilitate accurate business valuations by partnering with trusted professionals. Understanding the true value of your business is fundamental for crafting a precise and effective estate plan.

Family Limited Partnerships and Limited Liability Companies

For family-owned businesses, we specialize in establishing Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs). These entities offer centralized management, simplified asset transfer, and potential tax advantages, all while preserving family unity and business continuity.

Trusts and Estate Planning

Forward Law Firm is well-versed in in crafting personalized trust and estate plans to protect your assets for future generations. Our experienced estate planning attorneys work closely with you to create trusts that secure your assets from estate taxes and creditors. Through strategic estate planning, we ensure that your wealth is preserved and transferred to your heirs according to your wishes, minimizing the potential for external claims.

Charitable Planning

For business owners passionate about charitable giving, we integrate philanthropy into your estate plan. Whether through charitable trusts, foundations, or other tax-efficient methods, we help you leave a meaningful legacy while supporting the causes you care about.

Buy-Sell Agreements

We draft clear and legally binding buy-sell agreements tailored to your business. These agreements outline ownership transfers in scenarios like retirement, disability, or death, ensuring a smooth transition of control and ownership, thus safeguarding the stability of your business.

Work with Forward

Recognizing the intricate legal considerations surrounding significant investments, Forward Law Firm offers essential preventive legal services tailored for asset protection. We understand the challenges involved in safeguarding your assets and provide proactive solutions to address potential legal issues, establishing a robust foundation for your financial security.

Our team of seasoned attorneys is dedicated to securing your interests and ensuring the protection of your assets. By investing in preventive legal services with Forward Law Firm, you gain a committed partner working tirelessly to safeguard your wealth and assets. With our comprehensive legal support, you can be confident that your financial future is well-protected and poised for success.

Photo of Phil Calandrino and Jared Mangum

Risk Exists Everywhere

What is at risk?

As a business owner, risk can be found virtually everywhere. Statistically, anywhere between 35% – 53% of small businesses are engaged in at least one legal dispute yearly. At any time, 90% of all businesses are engaged in litigation.*

That is why asset protection is such a crucial aspect of your overall business strategy.


Of Business Involved in Litigation at any given time


Percentage of Small Businesses Sued Yearly

Why Estate Planning Matters To Entrepreneurs

  • 1

    Business Continuity:

    Estate planning ensures the seamless continuation of your business operations after your passing or in the event of incapacitation. By specifying clear instructions regarding ownership and management succession, you can prevent disruptions, maintain stability, and safeguard the livelihoods of your employees.

  • 2

    Protecting Business Assets

    Your business assets, including property, intellectual property, and investments, need protection. Estate planning allows you to outline how these assets will be managed and distributed, protecting them from legal complications, creditors, and potential disputes among heirs.

  • 3

    Minimizing Tax Liabilities

    Proper estate planning can significantly reduce the tax burden on your business and assets. Through various strategies such as trusts, gifting, and tax-efficient business structures, you can minimize estate and inheritance taxes, preserving your wealth for the benefit of your family and the future of your business.

  • 4

    Ensuring Family Security

    For family-owned businesses, estate planning is crucial to secure the financial future of your loved ones. By creating trusts, wills, and other legal instruments, you can provide for your family’s well-being, ensuring they are taken care of in the event of your absence. This security can enhance peace of mind for both you and your family members

  • 5

    Preventing Family Conflicts

    In the absence of a clear estate plan, family conflicts can arise over the distribution of business assets. Estate planning allows you to define your wishes explicitly, minimizing the potential for disputes and ensuring that your legacy is preserved harmoniously.

  • 6

    Facilitating Smooth Business Transitions

    Estate planning facilitates smooth transitions, especially in cases where there are multiple owners or stakeholders in the business. Buy-sell agreements, outlined in the estate plan, dictate how ownership interests will be transferred or sold, preventing disagreements and ensuring a fair process for all parties involved.

  • 7

    Supporting Philanthropic Goals

    If you have philanthropic aspirations, estate planning enables you to incorporate charitable giving into your legacy. Through charitable trusts or foundations, you can support causes you are passionate about, leaving a positive impact on society while aligning with your business’s values

  • 8

    Adapting to Changing Circumstances

    A well-crafted estate plan is adaptable and can be adjusted to accommodate changes in your personal life or business circumstances. Periodic reviews and updates to your estate plan ensure that it remains relevant and effective, reflecting your evolving goals and aspirations.

Why work with us?

Looking to safeguard your assets and ensure a secure future? Forward Law Firm creates estate plans designed to navigate the complexities of the legal landscape. Our attorneys offer clarity and protection, empowering you to make informed decisions that safeguard your investment and pave the way for a promising future.


What is a living will, and how does Forward Law Firm help clients in drafting one?2023-10-19T20:38:49+00:00

A living will, or advance healthcare directive, outlines your healthcare preferences if you become incapacitated. Forward Law Firm assists clients in drafting living wills, ensuring their medical treatment wishes are respected and followed in the event of serious illness or incapacity.

How does Forward Law Firm assist in business succession planning?2023-10-19T20:38:32+00:00

Business succession planning involves preparing for the transfer of a business in the event of retirement, disability, or death. Forward Law Firm provides legal counsel on structuring business succession plans, ensuring a smooth transition of ownership and management to the next generation or designated successors.

What is the importance of beneficiary designations in estate planning?2023-10-19T20:37:51+00:00

Beneficiary designations on financial accounts and insurance policies play a critical role in estate planning. Forward Law Firm guides clients in properly designating beneficiaries to ensure assets are transferred efficiently and in accordance with their wishes.

How can Forward Law Firm assist in protecting assets from creditors and legal claims?2023-10-19T20:37:26+00:00

Asset protection is vital for safeguarding wealth from potential creditors and legal claims. Forward Law Firm provides legal strategies to protect assets, including the use of trusts, limited liability entities, and other lawful means to shield assets from potential risks.

“Forward Law is amazing, used them for some business and personal matters. Very responsive, attentive and professional.”


“From start to finish Forward Law Firm was a pleasure to work with. The entire team that assisted us were top notch. I highly recommend this firm.”


“In a nutshell, my experience with Forward Law Firm, guided by Phil Calandrino, was exceptional. Their transparent fixed fee billing, combined with their legal expertise and commitment to their clients, makes them a top-notch choice. If you’re looking for legal services that put your peace of mind first and deliver outstanding results, I wholeheartedly recommend Forward Law Firm. They made a real difference in my legal journey, and I couldn’t be happier with the results.”


“Jared and Andy from Forward Law have been an absolute pleasure to work with! Jared is undeniably the best in the business when it comes to business law. His depth of knowledge and expertise instill unwavering confidence in the legal process. You leave every meeting with the reassuring feeling that you and your company are not only in good hands, but in the hands of a true professional who genuinely cares about your success. I highly recommend this company!”

“We would give Jared at Forward Law Firm 1000 rating if available. He truly listened to each of us and carefully explained our options for starting our new business venture. He also raised questions we would not have thought of. In starting a new business, it is best to do it right and we made the right choice with the right lawyer so we can move forward in the right way. Thank you, Jared”

Who This is For.

New Business Owners

New business owners are at a huge risk of disputes and litigation, whether from a business ownership dispute, or a gap or oversight in one of their contracts. With limited resources, you have to feel confident in your legal representation that they can get you the best coverage in place as quickly as possible.

Existing Business Owners

If you’ve been operating for awhile, you know legal issues can come out of nowhere, and often when you’re the least prepared. Retaining an experienced commercial litigation attorney can make all the difference when it comes to final numbers with fees and settlements, or judgments.

Articles from the workshop

Read the latest

Let’s get started.

We’re here to help answer your questions. Legal matters can be complicated, our team is on hand to help inform you of every aspect regarding your topic. We take great pride in using our expertise for you and look forward to hearing from you.

Go to Top