by admin | Apr 13, 2013 | Other Articles
We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet the entire process doesn’t stretch out beyond 8 weeks, so you know that within a single month after meeting with your PETER STONE Personal Family Lawyer, your family could be totally protected.
It’s the perfect combination of efficiency and warmth.
The planning process itself begins with an initial meeting that is an opportunity for you to meet with PETER STONE, so that you each can determine whether there is a good fit between you and our firm.
During this initial meeting, PETER will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.
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by admin | Apr 13, 2013 | Other Articles
By now you’ve seen that Calwilltrusts is something special and because you love your family, you know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s important that you know how we work because we do things a bit differently at Calwilltrusts than at other law firms. That’s why our clients love us so much.
Schedule Your Personal Family Wealth Planning Session
Call our office at 916-348-5600 to schedule your personal Family Wealth Planning Session and ask to speak with Katie, Penny, Mayla or Faye, our Client Services Director. Penny, Katie, Mayla or Raye will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Lawyers. We see clients on Tuesday through Saturday – via skype, phone, fax, internet, or in person to make planning as convenient for you as possible.
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by admin | Apr 13, 2013 | Other Articles
Before Hiring an Estate Planning Lawyer Understand the Difference
Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your Will &Trust Documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.
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by admin | Apr 13, 2013 | Other Articles
Having A Will Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens!
If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
At PETER STONE, one of our areas of greatest expertise is in planning for the well-being and care of the children you love.
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by admin | Apr 13, 2013 | Other Articles
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?
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by admin | Apr 13, 2013 | Other Articles
Our Family Wealth VIP Membership programs are part of what set us apart
and allow us to care for you and your family
throughout all life’s stages.
At most estate planning law firms the relationship ends when you sign your documents. At PETER STONE we see the signing your estate planning documents as the beginning of our relationship with your family.
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