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Estate Planning

Preserve Your Wealth, Honor Your Wishes.

At Cornerstone College & Wealth Solutions (CCWS), we understand that estate planning can often seem daunting and complex. Your estate represents more than just accumulated assets — it’s your legacy, a reflection of your life’s achievements, and the foundation for your family’s future financial security. Whether you’re just starting to think about estate planning or are ready to solidify your wishes, one thing remains clear: effective estate planning is crucial for ensuring your legacy is honored, your assets are protected, and your loved ones are supported.

Many people lie awake at night worrying about:

  • Will my loved ones be taken care of after I’m gone?
  • How can I ensure my assets are distributed according to my wishes?
  • What steps can I take to minimize taxes and legal complications for my heirs?
  • How do I protect my assets from potential creditors or unforeseen circumstances?
  • Am I doing enough to preserve my family’s future financial stability?
  • Where do I even begin with estate planning?


At CCWS, we turn confusion into clarity and uncertainty into confidence. Regardless of your starting point — whether you’re creating your first estate plan or refining an existing one — our experienced advisors are here to help you build a robust estate plan that reflects your values and secures your legacy with peace of mind.

Why Estate Planning Matters Now

Estate planning is not just a task to check off your list; it’s a meaningful journey that empowers you to take command of your legacy. Even if it feels like a distant concern, starting early provides you with the control and flexibility to navigate your options with confidence.

When you partner with us, you’re not just getting a service; you’re investing in peace of mind for yourself and your loved ones. Our seasoned team is here to guide you every step of the way to focus on essential aspects of asset preservation, wealth distribution, tax efficiency and legacy goals. Together, we can:

  • Create a comprehensive estate plan that truly reflects your wishes, ensuring your loved ones are supported and your legacy is honored.
  • Protect your assets from unforeseen threats, fostering your family’s financial stability and security.
  • Make informed decisions about wealth transfer and charitable giving, allowing you to leave a lasting impact in alignment with your values.

Our Estate Planning Services

At Cornerstone College & Wealth Solutions, we understand that estate planning is a deeply personal journey, not a one-size-fits-all solution. Your financial situation, family dynamics, and legacy goals are as unique as you are, and your estate plan should reflect that individuality. With us by your side, you can expect a tailored approach that honors your values and aspirations.

Here’s what you can expect from working with CCWS:

  • Legacy and Wealth Transfer:
  • Well-crafted, comprehensive strategies to ensure a smooth wealth transfer, ensuring your assets are allocated in accordance with your intentions and aligned with your family’s values. This is more than just a distribution of wealth – it’s about creating a lasting impact for generations to come
  • Asset Protection Solutions:
  • Guidance to safeguard your assets against potential creditors, legal claims, and unforeseen circumstances, preserving your family’s financial stability
  • Trust and Will Development:
  • Collaboration with estate-planning attorneys to create and refine essential estate documents, including wills and trusts.
  • Charitable Giving Strategies:
  • Support of your philanthropic desires by designing strategic plans to maximize the impact of your charitable contributions, often leading to significant tax advantages for your family while leaving a mark on the causes that matter most to you.
  • Holistic Financial Planning Integration:
  • A comprehensive estate plan that considers your entire financial picture, ensuring that it aligns with your overall financial strategy for long-term security. This integration allows you to move forward with confidence, knowing all aspects of your financial future are in harmony.

At CCWS, we are committed to walking alongside you through this journey, providing the expertise and compassion necessary to navigate the complexities of estate planning. Together, we’ll craft a plan that not only secures your assets but also celebrates the legacy you wish to leave behind.

More Than Just Numbers — We Bring Peace of Mind

At CCWS, we understand that estate planning is as emotional as it is financial. Your desire for security, a meaningful legacy, and assurance for your loved ones is central to our mission.

Many individuals come to us feeling uncertain about where to begin their estate planning journey or how to optimize a current plan. We aim to ease that burden by listening to your concerns and simplifying complex choices. Our goal is to empower you with the knowledge and tools to navigate the process with confidence.

At CCWS, we are your trusted partner in this significant journey, helping you achieve peace of mind as we work with you and your attorney to you create a plan that reflects your values and priorities.

Let’s Take the First Step—Together

You don’t have to face the complexities of estate planning alone. Whether you’re just starting to plan or looking to refine your existing plan, let’s take this important step together and ensure your legacy is as vibrant as the life you’ve built. Now is the time to take action.

Schedule a Complimentary Consultation

Meet one-on-one with a Cornerstone College & Wealth Solutions estate planning specialist to:

  • Review your legacy goals and estate planning vision
  • Identify key opportunities to protect your assets and minimize risks
  • Get answers to your most pressing questions about estate planning, taxes, and wealth transfer.


With the right plan in place, you can confidently look forward to your family’s future with clarity and confidence. Contact us today to explore how personalized estate planning can protect your legacy and secure your family’s future.

"When we first realized we needed a special needs trust for our son, we were honestly terrified of getting it wrong. We’d been putting it off for way too long because we didn’t know where to start, who to call, or how to fund it properly. Anyone with a special needs child knows the constant worry about what will happen when you’re gone and who will care for your child. Jodi and Carl made the whole process feel doable. They held our hand and helped us figure out how to fund the trust. They also connected us and worked closely with a fantastic special-needs attorney. I’ll never forget that first meeting with CCWS - we walked in feeling sick to our stomachs and walked out feeling like a weight had been lifted. Now we can focus on our son’s day-to-day life, knowing his future is protected — and I can finally sleep at night!"
Michelle & Tim W.
"Estate planning was one of those things my wife and I kept putting off — it always felt too overwhelming. Jodi and Carl kept it simple for us. As part of our overall financial plan, they encouraged us to set up our wills and last wishes and walked us through how our life insurance and assets would be incorporated. What I loved most is that they didn’t just talk numbers — they asked the really important questions about what matters most to our family. So happy it’s taken care of. We adore them."
Michael B.
"Working with Jodi and Carl was so much more than just ‘getting our estate papers signed.’ They helped us think about what kind of legacy we want to leave — how we can help our grandchildren with education, and which charities we’d like to support later in life. They also helped us get all of our important documents organized in one place so that, if something happens to us, our kids will know exactly what to do. For the first time, we feel prepared. We have a plan, we’re organized, and we have peace of mind knowing our family will be taken care of down the road. We proudly recommend Jodi, Carl and their team to all of our friends and family."
Alyssa & Lance C.
"My family owns several commercial properties, and we knew our estate plan would be complicated. One of our biggest worries was the huge tax hit we’d face when selling properties or passing them to our kids. Jodi and Carl at CCWS really dug into our situation, worked closely with our CPA and attorney, and even suggested some unique trust strategies we had never heard of. They made sure every piece — succession planning, tax planning, property management — worked together. Now we have a plan that dramatically reduces future taxes and keeps what we’ve worked so hard to build in the family. Our kids, grandkids, and even future generations are set up for success."
Eric J.
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Whether you’re planning for college, preparing for retirement, want to build long-term wealth, or interested in protecting your legacy, our team is here to help. Our Certified College Funding Specialists and Wealth Management Team bring extensive experience in college funding, retirement and income strategies, tax-efficient investing, and estate planning.

Schedule a consultation today to explore personalized solutions designed to support your family’s goals—now and for generations to come.

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