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As your advocate, we have your client’s best interest at heart. We are prepared to operate as a conservator, if it helps in expediting the settlement of the case. In addition, we do not default to a restrictive special needs trust and public benefits unless it is warranted. We also provide you a level of due diligence associated with your plaintiff’s settlement to make sure it is “Grillo compliant”. Through our affiliated resources, we assist in:

 

  • Assessing the appropriateness of the offer to the plaintiff
  • Understanding its impact on the client’s financial plan; and
  • Ensuring settlement offers are appropriately explained to your client and documented.

 

Although we do not offer legal advice, we leverage various trust attorneys in drafting client trust documents. We also offer feedback on trust documents for a variety of trust planning situations. In addition, we regularly refer business to attorneys where we have an active relationship.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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