A successful Estate Plan enables a client's net worth to transfer to the next generation and or charity in the most tax efficient manner.
Estate Planning is essential to making sure a client's wishes are carried out as intended.
Cornerstone Financial LLP's process in this regard begins with taking inventory of a client's current assets, financial goals, current retirement position, and legacy intentions. Recommendations may include, but are not limited to, working with your own attorney in constructing a will, setting up a trust, and gifting analysis (charitable and otherwise). We maintain referral relationships with highly credible attorneys and accountants to assist in these efforts if needed.