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 ?

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 ».

© 2019 Cornerstone Wealth Advisors, Inc.

  • LinkedIn - White Circle