ESTATE PLANNING

The use of trusts, revocable and irrevocable, controls the distribution of estate assets without probate in California.

 

Cornerstone will help introduce you to the major issues of estate planning and introduce you to a reputable trust attorney to add to your advisory team to create the right plan.

 

Other issues include :

 

Multi-generational trusts

Charitable Trust Strategies

Estate Tax Replacement with Life Insurance

Spendthrift Trusts

Separate Property Trusts

Special Needs Trusts

 

W H Y   D O   I   N E E D   A   T R U S T ?