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Estate Planning

Estate Planning from Cornerstone Financial Group

With today’s complex estate and income tax laws, estate planning for wealth creators is more important than ever. You must choose a professional that has worked with individuals and companies like yours. Cornerstone Financial Group is ready to assist you in all of your estate planning needs.

Estate planning is used to essentially accomplish four tasks:

  • To facilitate the smooth transfer of assets to your designated
  • To carry out your wishes
  • To protect your privacy
  • To preserve the value of your assets from planning costs such as transfer taxes and probate

As part of an Estate Planning session, we will determine your current financial situation, help you develop your goals and formulate a plan to achieve the four tasks above. We will provide you with recommendations on your estate; we suggest that any implementation of our recommendations be reviewed and carried out by an estate planning team that includes an accountant and an attorney.

With the right planning as well as the right partner, estate planning can be made easier. Cornerstone Financial Group is ready to assist you in getting your future started.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (641) 782-5577