Upcoming Events
​In light of the pandemic we will have very limited seating, so REGISTER TODAY. Adhering to CDC guidelines- limited seating, families sit 6 ft apart.
 
Free One-on-One, or Virtual Meeting After The Course: You will have the opportunity to meet privately with your instructor for a personal Estate Planning Consultation. Together you can develop an Estate Plan that is designed to protect and preserve your estate. There is no obligation to attend.
 
If you're uncomfortable with a small group setting, please call our office directly for an appointment: 405-444-9067.
Course Overview
It's time to make sure your Estate Planning is in good order. You will learn how your family can be protected from unnecessary legal fees and wasted time with Probate and prevent the potential loss of your hard earned assets from a nursing home should you require care. This course will provide you with facts that are straightforward and easy to understand.

This educational course will provide you with valuable information necessary to avoid the most common and costly mistakes found in Estate Planning today.

Many mistakes are often found after it is too late to correct. Don't let this happen to you and your family. Our free estate planning course is your first step toward protecting what you value.
 
What you will learn:
• Understand the terms, definitions, and purpose of Estate Planning.
• The advantages of Elder Law Attorneys vs. General Practice Attorneys.
• Why having no legal documents could mean crisis, excessive loss to your estate, and court control of your assets.
• Why having a Will is not enough if you wish to preserve your estate.
• How probate works and ways to avoid it for your family.
• The advantages and disadvantages of Wills, Living Trusts, Asset Protection, Trusts, Powers-of-Attorney(s) and Health Care Directives.
• If you are married, the must have language needed in your Power-of-Attorney to protect your spouse.
• Why putting property in your children's name could cause problems that may be irreversible.
• How to avoid leaving a mess by having an organized Estate Plan that protects and preserves your assets and makes it easier for your loved ones.
 
Legal Services Provided By: Kevin J Calvey, PC, Attorney at Law is an Oklahoma City native serving clients in Estate Planning statewide for over 25 years. Career includes distinguished service in the U.S. Army and as a civil servant: District 3 Oklahoma County Commissioner, Oklahoma House of Representatives (12 years), practicing law before the Oklahoma Supreme Court, Bronze Star Medal and Meritorious Service Medal awards. 
Use of military rank or titles or photos in uniform does not indicate endorsement by the Army or the Department of Defense.

If you are married, your spouse is recommended to attend.
Call our office: 405.444.9067
Email: support@okcornerstone.com
Address:​ 2569 S.Kelly. Suite #100. Edmond, OK 73013
Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. Cornerstone Capital Management. and Aegis Wealth Management, Inc. are not affiliated.