Estate Attorneys, Probate Lawyers

Planning an Estate: An Interactive Process

The process of estate planning and administration raises questions, causes conversations, and leads you to make decisions that reflect your goals.

Is probate always required? Can I preserve assets in a living trust? If you want answers to these and other questions, contact Caldwell Law to start your personal discussion.

Caldwell Law's Approach

Strong asset protection planning that reflects your goals.Caldwell Law's Traditional Estate Planning process focuses on achieving your present estate planning goals based on existing laws and tax codes and the current situation in your life.

Caldwell Law's Lifeplan process involves all the same steps of the traditional process, but goes beyond that to include an ongoing method for keeping up with new laws and tax codes, and your evolving life situations that affect the plan's ability to achieve your goals.

In other words, the Lifeplan process helps clients keep their plans current and up to date.
 

Our Clear, Easy Process

  1. An Introductory Meeting helps you get to know us and gain a general understanding of the services we offer for each process.

  2. We offer free Workshops that provide overviews of the essential, from both the practical and legal perspectives of asset protection.

  3. For those who do not wish to attend the workshops, Private Consultations may also be scheduled.

  4. The next step is the Design Meeting in which a specific plan is developed to achieve your goals.

  5. Following the Design Meeting is the Review and Signing Meeting where together we review, discuss, tweak, and sign the plan.

  6. The final step involves the tasks of Titling, Funding, and other legal work involved in the asset protection. This step, a critical and often overlooked aspect of planning your estate, is necessary to align you assets with your plan.


What does asset protection mean to you?

Which is better, a will or a trust? Can I set up a special needs trust? Who should consider asset protection? At Caldwell Law, we ask questions and together we come up with solutions.

How to Settle An Estate

Caldwell Law has settled hundred of estates. This experience will help you when you must serve as executor for someone who has passed away. The disposition of assets is controlled by the decedent's will. If there is no will, the assets and controlled by the laws of intestacy - the legislature's best guess as to what the decedent would have wanted. A will can be destroyed. Whereas a trust is a legal entity set up to accomplish a particular purpose. If becomes effective immediately upon the terms outlined, typically upon incapacity or death. A trust provides control over assets after death.

How Long Does Probate Take

After a petition is filed with the local probate court, the judge appoints a person ("executor" if the decedent had a will or "administrator" if there was no will) to settle the estate. An attorney typically assists with the settlement process. Probate takes eight to twelve months, if all goes smoothly. If estate taxes are due, it usually takes an additional year before the estate can be closed.


Meet the Lawyers at Caldwell Law

Take the next step. Get to know the dedicated people behind our New Hampshire and Vermont estate planning and administration law firm. We are ready to help you protect a lifetime of savings and worth.

Be sure to check out our free resources that will help you achieve asset protection now and after death.