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.
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

Securites and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor.  Non-Security products and services are not offered through TFA.  TFA is not affiliated with Cornerstone Capital Wealth Management, Inc.