If your goals include leaving a financial legacy to the people and/or causes that matter most to you, we can help. Our in-house estate planning attorneys collaborate with your financial planner and CPA to integrate your legacy objectives into your overall financial plan. We then implement custom strategies to reduce your estate taxes, and we establish trusts to help you achieve your legacy goals.

Finally, we work to ensure you have the necessary estate planning documents in place to meet your specific needs, which may include:

  • Last Will and Testament
  • Living Will
  • Financial Power of Attorney
  • Medical Power of Attorney
  • Advance Medical Directive
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust

Disclaimer: You are under no obligation to use the services of the attorney mentioned, and may choose any qualified professional to provide legal advice.  These attorneys and their services are not affiliated with LPL Financial and Cornerstone Financial Group.