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!
Want to Give Your Children an Early Inheritance? 4 Things to Keep In Mind.
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...
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....
What to do when a disability suddenly shifts your Estate Plan
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...
Charitable Planning: Finding Your Passion and Renewing Your Life
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...
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...
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...
Is a Revocable Living Trust Right for You?
Revocable Living Trusts have become the basic building blocks of estate plans for people of all ages, personal backgrounds, and financial situations. For some, however, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be...
Financial Smarts Peak at 50, Here’s How to Protect Your Older Self
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. 4...
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a 'snapshot' of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you are? Would...