Legacy Planning

Grandfather and grandson putting money in piggybank indoorCornerstone icon

Legacy Planning

Leave a legacy bigger than yourself

What does legacy mean to you? Is your goal to create generational wealth? Do you want to bless charities? Do you desire to have your business stay intact and bless the community after you pass? Does legacy mean allowing your assets to provide a legacy of memories and values while you are still alive? Or is it a combination of multiple ideas? God calls us to be good stewards of our resources while we are alive. This should not cease when we are no longer holding the purse strings.

Cornerstone helps clients design their financial plan with the idea of legacy firmly intact. Legacy isn’t about just leaving a big check to heirs when we pass. Legacy is the journey that our assets allow us to take and pour into people, while leaving direction and a purposeful plan when we are no longer here.