A panel discussion featuring Wealth Advisors from Cornerstone Financial Solutions and attorneys with Legacy Law Firm, LLC.

Guests Welcome!

Whether you’re updating your own plan or helping aging parents, you’ll appreciate our panel’s insights and practical steps to help you simplify decisions, potentially reduce taxes, and pass on what matters. 

• • • • Is your will enough to reflect your full financial picture? Are there blind spots you haven’t addressed?
      • Could a trust or the right asset titling help simplify wealth transfer and reduce tax burdens for your heirs?
      • Why parents and adult children need to understand how estate planning choices can impact taxes. What to discuss now to avoid surprises later.
      • Navigating estate planning for second marriages, blended families, and evolving family dynamics.
      • Practical steps to help minimize probate costs and legal delays.
      • Do your estate documents still reflect your current values? Are they still aligned with your long-term financial strategy?
      • What are the unintended consequences of outdated or “one-size-fits-all” estate plans?

Frequently Asked Questions

I already have a will. Why should I attend this event?

Great—you’re ahead of many. But a will alone often isn’t enough to address today’s tax landscape, evolving family structures, or asset complexity. This event will help you evaluate whether your current plan still reflects your full financial picture and long-term goals.

What kind of strategies will be discussed?

We’ll cover the real-world uses of trusts, asset titling, and beneficiary designations—and how they can help reduce taxes, avoid probate, and ensure a smoother transfer of wealth. Expect a clear, real-world conversation to help make your plan more effective.

How do I know if my estate plan is built to withstand life’s what-ifs?

Whether you’ve gone through a major life change, like a remarriage, the birth of a grandchild, or retirement—or you’re helping aging parents through their own planning, we’ll show you how to spot potential gaps before they cause stress or confusion for your family.

Who is this event for?

If you’ve saved and invested over your lifetime, even small planning mistakes can have major consequences. This event is designed for individuals and couples who want to be proactive, intentional, and tax-smart with the wealth they’ve built, and adult children who want to better understand how their parents’ planning (or lack of it) could affect them down the road.

What makes this different from talking to an attorney or financial advisor one-on-one?

You’ll hear directly from Cornerstone’s Wealth Advisors and attorneys from Legacy Law Firm in one conversation. It’s a rare opportunity to get multi-disciplinary insight in a clear, collaborative setting, without the pressure of a formal appointment.

Want to bring your kids into the conversation?

This event is a great opportunity to help your adult children understand how your estate plan affects them, and how to prepare for their own future, too!

Invite them using the email below and attend together, in person or virtually.

Photo / Video Disclaimer: Cornerstone Financial Solutions reserves the right to take and use photographs/video at any event sponsored by Cornerstone Financial Solutions. By attending, you understand that you may be photographed, filmed, or videotaped and you hereby give Cornerstone Financial Solutions the unqualified right to take pictures and/or recordings of you and grant the perpetual right to use your likeness, image, photo (collectively, “image”), without compensation, for broadcast or exhibition in any medium and to put the finished pictures/recordings to any legitimate use without limitation or reservation. You hereby waive, release and forever discharge Cornerstone Financial Solutions and Raymond James Financial Services from and against any and all claims or actions arising out of or resulting from any use of your image. Cornerstone Financial Solutions shall not be obligated to use, and may elect not to use, your image.