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Greetings from all of us at Cornerstone -

One of the nicest gifts you can leave your heirs is an estate that's in good order, planned according to your wishes, and contains provisions to protect your assets.  You can accomplish all this through thoughtful estate planning.  We recommend reviewing your estate documents every four years to ensure the outcome is consistent with your intentions. 

This is a great time to review your estate documents.  Why?  We are currently in between two events that  happen every four years - the Summer Olympics and the Presidential Elections.  These events can serve as great reminders to thoroughly inspect your estate documents.  Revisit your documentation to check accuracy, ensure you're leveraging new estate legislation to your advantage, and to safeguard your intentions.  The articles below can help you assess the health of your estate, but feel free to reach out to us with questions.  

We hope that these articles are helpful as you encounter the financial challenges of everyday life. As always, if you have ideas for upcoming topics or feedback on the newsletter we would love to hear from you. Thank you for the privilege of continuing to assist you on your journey to meet your financial goals.  

Estate Management Checklist

Is your estate in order?  These Questions will help you assess your overall strategy and determine if additional steps need to be taken.  If you need more information about these critical documents, this handy chart is a great guide to navigating your estate plan. 

Estate Management: An Overview

Estate Management is about preserving the assets you've spent a lifetime building.  It's about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when  you want them to be.  Some of our clients are in early stages of fully preparing their estates.  This presentation is a great primer on principles of preserving wealth.  Read More...

A Word on Brexit

Over the summer, financial firms from all over the state have received inquiries from their clients about how they should manage their investments in the wake of British citizens voting to leave the European Union.  Our collective answer to that question is to stay the course and stick with your long-term plan.  Read More...
Chad Halbur
President and Shareholder
chalbur@cornerstonetrust.net
Anthony Botticella
EVP and Managing Director
abotticella@cornerstonetrust.net

Explore Our New Website


We recently redesigned our website to give our clients an elevated browsing experience.  The new site is full of interesting articles and videos to investigate at your leisure.  If you have any feedback, please reach out to us today!  Visit Cornerstonetrust.net

We are also on Facebook at www.facebook.com/CSTrust be sure to like us today!

Copyright © 2014 Cornerstone Trust, All rights reserved.
Our mailing address is:
Cornerstone Trust
2101 W 41st Street, Suite 2000
Sioux Falls, SD 57105

http://www.cornerstonetrust.net

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Cornerstone Trust · 2101 W 41st St ste 2000 · Sioux Falls, SD 57105 · USA

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