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What To Expect From Forward
Message from the CEO of Forward Inheritance
Beginner • 5 min read
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Welcome to the Neighborhood
Explore resources and connect with vetted professionals who understand inheritance planning
Forward Thinking
Curated articles, guides, and resources to help your family plan ahead.
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Live Your Legacy
Families can help themselves. It starts with good paperwork, good planning, good strategy, and then good execution.
Beginner • 5 min read
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Three Ways To Protect Your Inheritance
Having the critical conversations, focus on the planning not the dollars, harder now / easier later.
Beginner • 5 min read
Read nowFrom Our Neighbors
Stories, perspectives, and helpful finds from the broader Forward community
Advisors
Marketplace of trusted professional advisors.
Found 4 advisors
Matt Lutz
Property Title Monitoring- Title:
- Title Monitoring Specialist
- Company:
- TitleSafe
- Remote
- 12+ years
Bio: TitleSafe provides 24/7 property title monitoring to help protect families against title and mortgage fraud—one of the fastest growing financial crimes.
Dan Ihara
Real Estate Agent/Broker- Title:
- Real Estate Professional
- Company:
- The Ihara Team
- Honolulu, HI
- 30+ years
Bio: Over the last 18 years, the Ihara team has helped over 1,500 families reach their real estate goals with clarity and care.
Bryan Johnson
Estate Planning Attorney- Title:
- Senior Associate - Trusts, Estates, & Tax Law
- Company:
- Law Stein Anderson, LLP
- Suite 1200, Irvine
- 20+ years
Bio: Bryan began his legal career specializing in estates and trusts and has prepared hundreds of estate plans for multigenerational families.
Jack G Giamportone
Certified Financial Planner (CFP)- Title:
- Financial Advisor
- Company:
- Edward Jones
- Raleigh, NC
- 26+ years
Bio: Jack takes a sincere, personalized approach to financial advice and spends time understanding what matters most to each family.
More places to find an advisor
While we grow our neighborhood, here are trusted resources to help you find the right professional.