Additional Wealth Management Issues

The financial professionals at 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. Neither Geneos Wealth Management, Inc. nor its representatives may offer tax and or legal advice. Please consult your text and or legal advisor for guidance and your particular situation


Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


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