Estate Planning

What’s better? Giving to family or giving to others?
By Bill Harris, CFP on January 4, 2019
What’s better? Giving to family or giving to others? During this holiday season, we shopped for gifts for family...
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Frozen Dead Guy Days: Is your estate plan updated?
By Paula Harris on January 30, 2018
As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard...
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Massachusetts estate tax hits the middle class
By Paula Harris on January 4, 2018
Massachusetts has an unexpected estate tax that’s catching lots of unsuspecting families. And you might be one of them....
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For over two decades, WH Cornerstone Investments, Inc. has helped build the wealth and secure the financial foundations for clients throughout the United States.

Our years in the industry have shown us many things. One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

The death of a spouse, a divorce or even retirement can feel like insurmountable challenges. WH Cornerstone Investments, Inc. is there with a plan of action and a way to rebuild your financial (and personal) life. It’s truly our higher purpose.

Estate Planning

What’s better? Giving to family or giving to others?

Frozen Dead Guy Days: Is your estate plan updated?

Massachusetts estate tax hits the middle class

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