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

What to do when a disability suddenly shifts your Estate Plan

Posted on: August 15th, 2016
As poet Robert Burns mused centuries ago, "The best-laid plans of mice and men often go awry." Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. A car accident, sudden illness, workplace injury or chronic medical condition can force you to re-evaluate the core assumptions you used to plan your future and set up your legacy....

Charitable Planning: Finding Your Passion and Renewing Your Life

Posted on: August 8th, 2016
As social beings, people like helping others and giving back to our communities. We are innately drawn to working, living, and growing together. Today, with our busy lives and high cost of living, it can be hard to find the time and resources to invest in the betterment of others. However, giving - in some way - to charitable organizations is something that anyone can do, and we can all derive joy by investing in causes that light our passion. ...

How to Choose a Trustee

Posted on: August 2nd, 2016
When you establish a trust, you name someone to be the trustee. A trustee does what you currently do with your financial affairs: collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and overall ensure your finances are in good order. This is an enormous amount of responsibility, and it is therefore very important that you name a capable and trustworthy person as trustee. The following is a basic guide to help you start considering - or re-evaluating - your choice for trustee. ...

Estate Planning for Young Families

Posted on: July 25th, 2016
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible....

Is a Revocable Living Trust Right for You?

Posted on: July 21st, 2016
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals. ...

Financial Smarts Peak at 50, Here's How to Protect Your Older Self

Posted on: July 20th, 2016
A recent study conducted by Texas Tech University concluded that a person's ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, showing that both sexes are equally vulnerable to financial fraud as they age....
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