Estate Planning is a process that involves reviewing your needs, interests, values and goals. It typically involves creating several legal documents such as health care directives, care of dependents and lifetime trusts to control distribution of assets without the need for probate court supervision.

Cornerstone will help explore and explain the major issues of estate planning with you, and introduce you to a reputable estate planning attorney to help create, coordinate and manage

the right planning and results for you.

M E M O R I A L I Z I N G   Y O U R   V A L U E S   A N D   L E G A C Y

W H A T   W I L L   B E

Y O U R   L E G A C Y ?

How Will You Be Remembered?

W H Y   D O   I   N E E D

A   T R U S T ?

Controlling the Distribution of Estate Assets without Probate

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

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