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Read more about the article When to Consider a Lifetime Trust for Children

When to Consider a Lifetime Trust for Children

  • Post author:Beau Ruff
  • Post published:December 18, 2024
  • Post category:Asset Protection/Estate Planning/Family/Gifting/Legal/Taxation

Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…

Continue ReadingWhen to Consider a Lifetime Trust for Children
Read more about the article Don’t Forget to Use QCDs for Your RMDs

Don’t Forget to Use QCDs for Your RMDs

  • Post author:Beau Ruff
  • Post published:November 18, 2024
  • Post category:Charities/Estate Planning/Financial Planning/Gifting/Taxation

The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to…

Continue ReadingDon’t Forget to Use QCDs for Your RMDs
Read more about the article Don’t Give 10% To Your Church In Your Will

Don’t Give 10% To Your Church In Your Will

  • Post author:Beau Ruff
  • Post published:October 14, 2024
  • Post category:Charities/Estate Planning/Gifting

Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple…

Continue ReadingDon’t Give 10% To Your Church In Your Will
Read more about the article A Refresher on the Gift Tax

A Refresher on the Gift Tax

  • Post author:Beau Ruff
  • Post published:July 16, 2024
  • Post category:Estate Planning/Family/Gifting/Taxation

A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay any tax. A common misconception is that a…

Continue ReadingA Refresher on the Gift Tax
Read more about the article Use Retirement Accounts to Give to Charity in Your Estate Plan

Use Retirement Accounts to Give to Charity in Your Estate Plan

  • Post author:Beau Ruff
  • Post published:April 15, 2024
  • Post category:Charities/Estate Planning/Gifting/Taxation

Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…

Continue ReadingUse Retirement Accounts to Give to Charity in Your Estate Plan
Read more about the article Out-of-State Property Requires Special Attention in Estate Plan

Out-of-State Property Requires Special Attention in Estate Plan

  • Post author:Beau Ruff
  • Post published:October 3, 2023
  • Post category:Asset Protection/Estate Planning/Gifting/Legal/Real Estate

  Commonly called “Probate,” the laws that dictate the handling of a person's assets after their death usually depend on the state in which they reside. However, when it comes…

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Read more about the article Special Needs Trust for Disabled Children

Special Needs Trust for Disabled Children

  • Post author:Beau Ruff
  • Post published:May 19, 2023
  • Post category:Asset Protection/Estate Planning/Family/Gifting/Legal

Diversity comes in many forms and many related ways of accommodating different needs. When parents are planning for the needs of children with disabilities, a product that should be considered…

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Read more about the article Be Prepared to Take Beneficiary IRA Distributions in 2023

Be Prepared to Take Beneficiary IRA Distributions in 2023

  • Post author:Beau Ruff
  • Post published:January 11, 2023
  • Post category:Account Resources/Estate Planning/Gifting/Investing/Taxation

In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a so-called “Beneficiary IRA”). As with many such changes…

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Read more about the article How to Avoid the Death Tax

How to Avoid the Death Tax

  • Post author:Beau Ruff
  • Post published:October 1, 2022
  • Post category:Estate Planning/Financial Planning/Gifting/Taxation

As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in a wide variety of flavors (e.g., income taxes,…

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Read more about the article Selling the Family Business to Children

Selling the Family Business to Children

  • Post author:Beau Ruff
  • Post published:June 6, 2022
  • Post category:Business Owners/ Executives/Estate Planning/Family/Gifting/Taxation

Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to the children compelling. As with so many decisions…

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Cameron Burch

Wealth Advisor, Trader

Cameron is a Wealth Advisor who has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. As Trader, Cameron also assists the team with investment analysis and portfolio construction, as well as the processing of trades and money transactions for our clients. Cameron enjoys having conversations with our Spanish-speaking clients.

Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012. He holds he Series 7 registration through LPL Financial, and the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies.

Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking or taking pictures with his drone.

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  • cameron@cswsteam.com