Forward Inheritance is a financial service offered by Forward Financial that enables families to access a tax-free portion of a future inheritance without incurring loans, monthly payments, or impacting parents' retirement savings. The core product, called a Forward Advance, is structured as a home equity investment (HEI) that allows parents to share future home value with their children while retaining ownership and control of their property. This arrangement facilitates intergenerational wealth transfer at pivotal moments in life—such as purchasing a first home or starting a business—without traditional debt or disruption to retirement plans. Forward provides families with tools to manage and track payouts, aiming to foster responsible financial conversations and empower both parents and beneficiaries to achieve financial goals collaboratively.
My friend 📝Kyle Hendershot is one of the company's co-founders.