At Cornerstone our focus is on providing innovative and personal service to our clients with both estate planning and business services. With our estate services we assist you with both the legal and personal advice that enhances your ability to transfer wealth to future generations, or charities, in a constructive manner that avoids unnecessary costs, taxes (property, gift, income or estate) and
family strife. We help you make effective plans for life events including gifting, business transfers, and health care goals. Our services range from the design of your estate plan, to the implementation of that plan, review and maintenance, and ultimately the administration of your estate. Cornerstone uses a wide variety of tools, including trusts, wills, advance health care directives, powers of attorney, charitable trusts, insurance trusts, grantor trusts, estate freezing techniques, gifting and discounting to accomplish your goals. Our business services can assist you in structuring your business from its creation; contracts, risk management, entity maintenance, general consultation, and transfers, buy-sell agreements, gifting, buy-out or sale. Because your business is a complex undertaking we work closely with you and your accounting, tax and financial advisors to avoid unintended consequences and to let you focus on managing your business. Cornerstone is centrally located on the border of Westlake Village and Thousand Oaks (near the border of Ventura and Los Angeles Counties), across the street from the Thousand Oaks Post Office. Many of our clients are from the Conejo Valley; Agoura, Agoura Hills, Thousand Oaks, Westlake Village, and Newbury Park; along with Moorpark, Simi Valley, Camarillo, San Fernando Valley, Oxnard and Ventura
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