Estate Planning
Work Toward Securing your Legacy
Turn to us for estate planning services in Forked River, NJ
Wondering if you should create an estate plan? Cornerstone Wealth Partners can help you decide. We offer estate planning services in Forked River, NJ and throughout the U.S. We'll explain the benefits of creating an estate plan, discuss asset protection, and let you know what will need to be done to plan for your estate. We will sit down with your attorney and make sure your documents properly mirror your investments and estate plan.
​
Contact us today to schedule estate planning services.
​
Individualized legal advice not provided. Please consult your legal advisor regarding your specific situation.
Learn the benefits of setting up a trust
Whether you decide to set up a revocable, irrevocable or special needs trust, you're going to be glad you did so. Hire us for trust planning services to set up a trust that will:
-
Help you and your trustee avoid the probate process
-
Create specific parameters for the use of your assets
-
Potentially provide tax benefits
Call us now at 609-301-6130 to arrange for estate planning services.
​
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.