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...
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...
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,...
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...
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...
