Use Retirement Accounts to Give to Charity in Your Estate Plan
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…
MATT RIESENWEBER RECOGNIZED AS ONE OF AMERICA’S 2024 TOP FINANCIAL ADVISORS BY BARRON’S
Enduring commitment to excellence in financial guidance lands Riesenweber the 22nd spot in Washington Matt Riesenweber, an independent LPL Financial advisor in Kennewick, WA has been honored as one of…
Consider Declining to Act as Power of Attorney
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer able to make his or her own decisions…
New Corporate Transparency Act Requires Action by Small Business Owners
Business owners beware: starting this year, individuals seeking to set up a legal entity (think LLC or corporation) as well as owners of existing legal entities, should be prepared to…
MATTHEW RIESENWEBER OF CORNERSTONE WEALTH STRATEGIES RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
KENNEWICK, WA — [February, 2024] – Matt Riesenweber, a financial advisor at Cornerstone Wealth Strategies in Kennewick, Washington today announced that his achievements have been recognized with inclusion in LPL…
How Much Estate Tax Will I Owe (Back-of-the-Napkin Calculation)
Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate tax, people generally want to understand how to…
Cornerstone Wealth Strategies Recognized as One of America’s Top RIA Firms by Forbes
-- Named the 212th Top RIA Firm in the Nation -- KENNEWICK, WA — October 2023 – Cornerstone Wealth Strategies, Inc., an independent wealth advisor in Kennewick Washington, has been…
Out-of-State Property Requires Special Attention in Estate Plan
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…
Finance Your Business with A Loan Instead of an Equity Investor
Securing a source of capital for a new or existing business can be a challenge. Consider a common scenario: Diana has a promising idea for a new business and possesses…
Washington Capital Gains Tax is Here to Stay
On March 24, 2023, the Washington State Supreme Court released its long-awaited opinion upholding the constitutionality of the new Washington Capital Gains Tax in Quinn v. State of Washington. Accordingly,…
