Estate Planning

The goals of estate planning are to provide for your financial security while you’re alive and to maximize your estate for your family and any charities following your death. Estate taxes could significantly impact the wealth you’ve accumulated unless a proper plan is employed.

Strategies that Cornerstone Financial Group considers:

  • Will and trust design
  • Property ownership alternatives
  • Estate tax reduction
  • Life insurance analysis
  • Qualified plan distribution
  • Family gifting
  • Charitable planning


Commonwealth Financial Network® and Cornerstone Financial Group do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.