Estate Planning

What is Estate Planning?

Estate planning is not confined to drafting a will; it encompasses various essential steps such as forming trusts, designating powers of attorney, and strategizing to lessen the overall tax implications. Cornerstone Financial Services Group can simplify the process of integrating your estate plan with your overarching financial objectives and coordinate the preparation of legal documents with your estate attorney.

Estate planning, going beyond the basic creation of a will, involves key components like setting up trusts, establishing powers of attorney, and devising strategies to minimize your estate’s tax liabilities, potentially including charitable contributions. Your advisor at Cornerstone Financial Services Group can assist in harmonizing your estate plan, incorporating elements like those mentioned above, with your wealth management objectives, and will oversee the preparation of legal documents by your chosen estate attorney.

We are committed to ensuring that your legacy aspirations are realized by incorporating your goals into a comprehensive checklist that spans all four steps of our Peace of Mind Planning Model.

A Cornerstone professional can collaborate with your legal and tax advisors to help protect and transfer your wealth using estate and legacy planning strategies that aim to:

Discover more about the potential advantages of these tax-efficient vehicles for high-net-worth investors with one of our team members today.

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