Tag: Inheritance
Wills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)

Wills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)

By |

Have you ever wondered how to protect your legacy and ensure peace of mind for your loved ones?

In this episode of EXTRAordinary Retirement by Design, Nate and Gregg welcome Kevin Forbush, an experienced estate planning attorney, to discuss the critical importance of estate planning. 

You’ll gain invaluable insights into why estate planning isn’t just for the wealthy, the potential consequences of delaying your planning, and practical steps you can take today to minimize estate taxes and protect your assets from creditors.

They discuss:

  • Introduction to Kevin Forbush and his experience in estate planning.
  • The necessity of estate planning for everyone, not just the wealthy.
  • Strategies to minimize estate taxes and the tools you can use.
  • Understanding the complexities of choosing the right trustee for your estate.

 

Connect with Design Wealth Advisors: 

Connect with Kevin Forbush:

 

About our Guest: 

Kevin is an attorney licensed in Colorado, Texas, and Wyoming. He is also a CPA actively licensed in Colorado. His combination of legal and accounting experience makes Kevin uniquely qualified to counsel clients on the complex issues where the law, taxes and financial matters intersect. Kevin focuses his practice on estate planning, tax planning, asset protection and business planning.

Kevin earned his Bachelor of Science in Business Administration (with a concentration in Accounting) from California State University, San Bernardino, in 1982 and his Juris Doctor, cum laude, from the University of California, Hastings College of Law in 1988. Kevin retired in 2006 as a Lieutenant Colonel from the United States Air Force Reserves after 24 years of active-duty and reserve service. He served most of his military career as a member of the Air Force Judge Advocate General (JAG) Corps.

​He is currently a member of the Colorado State Bar, the Trust and Estates Section of the Colorado Bar Association, the El Paso County Bar Association, the State Bar of California, and the Colorado Springs Financial Planning Association (FPA). Kevin was selected as the 2009 Best Lawyer by the Colorado Springs Independent. He is a member of the Laureate Circle for Wealth Advisors. 

​Kevin lives in Colorado Springs, Colorado, with his wife and best friend of 28 years, Elizabeth “Beth” Morgan, Ph.D. Kevin and Beth have four children and seven grandchildren. Kevin & Beth enjoy their family and dog, “Timber”, spending time at their place in Orlando, Florida, and participating in tennis and all the other outdoor opportunities that living on the Front Range of the Rocky Mountains has to offer.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of Design Wealth Advisors. It does not necessarily represent those of RFG Advisory, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Design Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Design Wealth Advisors and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.