Additional Wealth Management Issues

Cornerstone Capital can also provide you with the information you need to understand a variety of issues that are critical to the development of a comprehensive wealth management plan. They include:

  • Liabilities
  • Stock Options
  • Business Succession Plans
  • Durable Power of Attorney
  • Gifting to Children/Descendant Strategies
  • Charitable Giving During Life
  • Titling of Assets
  • Executor/Trustee Issues
  • Distribution of Wealth at Death
  • Charitable Inclinations at Death
* This material is not intended to replace the advice of a qualified legal professional. Before making any financial commitment, consult with your attorney.
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2562 Walden Avenue Suite 101
Cheektowaga, NY 14225
Telephone: 716-651-0416
Fax: 716-651-0510

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
Cornerstone Capital Wealth Management Inc. and Cornerstone NFP are not affiliates of NEXT Financial Group, Inc.

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