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Leaving a Legacy

When your spirit lives on through others, you’re never truly gone. At Cornerstone Advisers, we believe leaving a legacy for your loved ones and for causes that are near and dear to your heart are an important part of preparing for life.

The fourth financial needs Cornerstone allows us to truly understand the hearts of our clients, which we love to do. When we help you leave a legacy, you’ll tell us how you want your family to be provided for, which charities mean the most to you, and how you want your estate to be cared for once you pass on.

Not only will we help you prepare these plans, but the Cornerstone Advisers estate planning and accounting experts will help arrange your plans so they are minimally affected by taxes.

We would love the opportunity to work with you to ensure your corners are covered. We invite you to contact us so we can make sure your legacy is left how you best see fit.