Transferring Wealth

The team at Cornerstone Capital Financial Group (CCFG) understands that it can be difficult to consider an end-of-life plan. However, it's also true that taking care of your affairs is the best final gift you can give your family. A lot of time and expense can be saved by organizing your financial information and determining how you want to assign your assets.

A properly constructed estate plan will ensure the big decisions are addressed, so your family won't have to worry or wonder about your final wishes.

Our team is here to walk you through the process. It starts with educating you on your options, because knowledge will empower you to make decisions that are right for you – decisions that will help to enrich your life, and your family's life.

Together, we will take an in-depth look at Powers of Attorney, Wills and Trusts. You will be able to relax, knowing your final wishes and instructions are clearly outlined for your executors.