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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...

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...

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...

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...

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...

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...

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.

Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless… worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

Estate planning at PETER ROBERT STONE, ESQ. is not one size fits all for everyone. We offer 3 levels of planning to suit your varying needs. Our Services Our firm believes in personalized service for each and every client. Our approach is educational and proactive –...