How to Hold a Family Meeting to Share Your Estate Plans and Ensure…
Share estate plans with loved ones when you’re still healthy. Cover wishes, documents, and roles. Let family know it’s not the end of communication.
Finance
Ease Your Mind With A Maximizing Retirement Readiness Plan
The 2022 SECURE 2.0 Act enables tax credits for various retirement plans beneficial for small businesses or self-employed individuals.
Find Security With Estate Planning for Your Young Adult
Your child turns 18 and is getting ready to go to college or to move into an apartment with some friends… Congratulations! But, since your child has turned 18 — generally considered the age of majority or officially considered an adult — your rights as a parent are essentially cut off.
Grants for Good, Helping Good Causes Do Good
The Camas-Washougal Community Chest will launch its annual fundraising drive Oct. 1, 2023 with a goal of raising $120,000 for 2024 grants. In a continuing partnership with CWCC, the Camas–Washougal Rotary Foundation and the Camas Lions Club plan to provide additional grant funds.
Estate Planning
It is also possible to start gifting your ownership interest to your heirs or beneficiaries now, during your lifetime. There are some complexities related to lifetime gifting (federal gift tax returns, annual gift tax exclusion amounts, lack of a “step-up” in basis, etc.). Nevertheless, this can be a viable and important part of an estate plan.
Meet The Professionals at Cornerstone Wealth Management
If there’s one thing the team at Cornerstone Wealth Management here in Canby wants you to know, it’s that they are here for you, regardless of where you are in your financial journey or where you want to be headed. “Everyone has to start somewhere and at some point in time,” says Matt Stutes, the firm’s financial planner and son of founder Chris Stutes.