Your Trusted Partners Invested in Your Future Your Financial Ally Specialized and Focused
 

Trust Services

 

401k Sponsorships

 

IRA Retirement Plans

 

The South Dakota Advantage

Build, Manage, and Preserve Wealth for Generations to Come

Cornerstone Private Asset Trust Company, LLC, is boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. It provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals.

An independent public trust company based in Sioux Falls, South Dakota, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living trusts. 

In the retirement plan area, Cornerstone develops plans to meet the needs of the employees, the company and the owners. It specializes in working with business owners who excel at running their businesses, but do not want to be experts in retirement planning. Cornerstone works as a retirement planning partner keeping business owners informed on the status of their plans as well as their fiduciary responsibility as the plan sponsor of the company’s retirement program.

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Helpful Content

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Succeeding at Business Succession

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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Lots of Variables with Fixed-Rate Mortgages

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The Anatomy of an Index

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Insuring Your Second Home

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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