Blog Posts

Caldwell Law is committed to providing our clients with resources to help them best understand their estate planning. Our blog posts are meant to encourage you to think critically about various aspects of estate planning and to strive to learn more.

Please let us know if there are topics you are interested in learning more about and we will do our best to post content on that subject matter!

Latest Blog Posts

The Pros and Cons of Probate

Posted on: December 19th, 2016
In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect the property of the deceased and their heirs, and in a few cases it may even be advantageous. ...

Consider a Trust to Avoid Probate

Posted on: December 15th, 2016
Ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family to grieve and remember in peace. In fact, the whole business of estate planning – or at least a significant piece of it – is concerned with ease. How can assets and legacies be transferred to the next generation in a harmonious, stress-free, fair process?...

Estate Planning for Unmarried Partners

Posted on: December 1st, 2016
When you’re in a romantic partnership - as opposed to a marriage - you need to create the legal protections and benefits automatically afforded to those who are married...

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan Too

Posted on: November 14th, 2016
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar: It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look at how financial and estate planning can work in tandem to create the best possible future for you and your family in the years to come....

Your Estate Planning Binder: Tips for Proper Care and Maintenance

Posted on: November 2nd, 2016
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that had previously been occupied....

Time to Get Organized if You Find You are an "Overwhelmed Executor"

Posted on: October 27th, 2016
While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight, and attention to detail to meet all responsibilities and ensure that all beneficiaries receive the assets to which they are entitled. If you’ve found yourself in the position of “overwhelmed executor,” here are some tips to lighten the load....
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