Estate planning is much more than creating a will – it involves a number of important steps, such as establishing trusts and creating powers of attorney, to reducing the overall tax burden it will face. Cornerstone Financial Partners & Associates LLC can ease the process of integrating your estate plan with your overall financial goals and coordinate the preparation of legal documents by your estate attorney.
Beyond the fundamental step of creating a will, estate planning can involve a number of key aspects, ranging from establishing trusts and creating a powers of attorney, to planning to reduce your taxable estate, including through charitable gifting. Your Cornerstone Financial Partners & Associates, LLC advisor can facilitate the integration of your estate plan—including elements such as those mentioned in the preceding section—with your wealth management goals and coordinate the preparation of legal documents by your outside estate attorney.
The Cornerstone Financial Partners & Associates, LLC team will work with you to ensure your legacy wishes are achieved by fully integrating your goals into a checklist that encompasses all four steps of our Peace of Mind Planning Model.
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.
Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.
Click here to download our Business Continuity Plan Disclosure Statement.
Click here to download our Privacy Notice.
Copyright © 2024. Cornerstone Financial Partners & Associates, LLC.
"*" indicates required fields
