The goal of The Law Office of Richard D. Forbes, Esq.,  is to provide our clients with the peace of mind that they will leave a legacy of which they can be proud.

Richard D. Forbes, Esq., draw on decades of experience in counseling individuals and families to accomplish their financial and charitable goals and to plan the orderly disposition of their assets at death. We provide a full range of services, beginning with essential documents that serve as the basis for all types of planning. Building on those basics, we craft complex plans for individuals with more complicated asset or family situations.

We advise clients on charitable giving, sophisticated estate and gift taxation issues, and the effective administration of estates and trusts. For our clients who own interests in privately held businesses, we provide succession planning geared toward a smooth, tax-efficient transfer of ownership of the business at retirement or death.

The strength of Richard D. Forbes, Esq., lies not only in his technical expertise, but also in his dedication to working with individuals to understand and refine their goals. Each estate plan prepared grows out of ability to listen, to develop an understanding of his clients’ family and financial pictures, to explain options, and to provide counsel.