Video: Beyond Your Will: Practical Estate-Planning

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

Recorded September 4, 2025.

Insights and practical steps to help you simplify decisions and potentially reduce taxes:

• • • • Is your will enough to reflect your full financial picture? 
      • 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.

Frequently Asked Questions

I already have a will. Why should I watch this video?

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 video will help you evaluate whether your current plan still reflects your full financial picture and long-term goals.

What kind of strategies are discussed?

We 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. It’s 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, learn to spot potential gaps before they cause stress or confusion for your family.

Who is this video for?

If you’ve saved and invested over your lifetime, even small planning mistakes can have major consequences. This video will help you be proactive, intentional, and tax-smart with the wealth you’ve built. It will also benefit 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?

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.

 While we are familiar with the issues to be presented, Raymond James advisors do not provide tax or legal services, you should discuss these matters with the appropriate professional. Raymond James is not affiliated and does not endorse the opinions or services of Legacy Law Firm, LLC.