by admin | Apr 17, 2013 | Weekly Articles
How to Talk to a Loved One About Estate Planning
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take place.
But what if you need to discuss estate planning with a loved one – either your own estate plan or the one they have (or should have)? Because no one likes to talk about the death of someone close to them, we rarely have this critical conversation. But we all should.
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by admin | Apr 13, 2013 | Other Articles
The Family Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.
We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.
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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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