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

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....

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

Posted on: October 14th, 2016
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often want to provide well for their future. However, this can be difficult if proper precautions aren’t set in place. If you’re planning to include the grandchildren in your will, here are five potential dangers to watch for, and ways you can avoid them....

Your Cyber Legacy: 3 Tips for Your Digital Assets

Posted on: October 3rd, 2016
There's an entire category of commonly-overlooked legacy to consider - digital assets. Don't worry if you didn't consider these assets when made your will or trust - it's surprisingly common and, luckily, easy to correct. ...

5 Mistakes Made by Successor Trustees (and How to Prevent Them!)

Posted on: September 29th, 2016
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so....

Want to Give Your Children an Early Inheritance? 4 Things to Keep In Mind.

Posted on: September 22nd, 2016
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass assets to their children early than make them wait until the will is read. It can be especially satisfying to fund our children’s dreams while we’re alive to enjoy them, and there’s no real financial penalty for doing so, provided that you structure the arrangement correctly. Here are four important factors to take into account when planning to give an early inheritance....

Stress Test Your Estate Plan

Posted on: August 29th, 2016
Estate plans are living, breathing creations. Your life can and will change due to new births, children getting older and other shifts in the family; changes to your portfolio, career and business; and changes to your health, where you live and your core values. Likewise, external events, such as tax legislation passed in your state or the development of a novel financial instrument, can throw your plan off track or open the door to opportunities. It is important to remember that regular steps should be taken to ensure the estate planning strategy you've selected will maximize your peace of mind and protect your legacy....
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