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! 

 

Stress Test Your Estate Plan

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....

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How to Choose a Trustee

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...

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Estate Planning for Young Families

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...

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