Transferring Wealth

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The team at Cornerstone Capital Financial Group (CCFG) understands that considering an end-of-life plan can be challenging. However, taking care of your affairs is one of the best final gifts you can give your family. Organizing your financial information and determining how you want to distribute your assets can save a lot of time and expense for your loved ones.
A well-constructed estate plan ensures that the big decisions are addressed, so your family won’t have to worry or wonder about your final wishes.
Our team is here to guide you through this process. It starts with educating you on your options, empowering you to make decisions that are right for you—decisions that will enrich your life and your family’s life.
Together, we will take an in-depth look at Powers of Attorney, Wills, and Trusts. You can relax, knowing your final wishes and instructions are clearly outlined for your executors.

HOW WE HELP

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