Caldwell Law 30A

06/03/2022

All legal work is carefully supervised.

01/05/2022

I don't know about yall, but I'm already starting to lose motivation for some of these resolutions I made. There's one you should definitely keep, though. Read my latest blog post to find out which one it is!

Make taking care of your estate plan the one resolution you're sure to keep.

04/28/2021

I really put my coworker through the wringer processing lots of mail today.

10/19/2020

It's National Estate Planning Week - what better time to take a look at your estate plan to be sure it is up to date?

As an estate planning attorney in Santa Rosa Beach, I commonly see people who understand the importance of the initial estate planning but then forget that they need to keep their wills and trusts up to date. These documents aren’t something that should just be done once and then tucked into a saf...

02/07/2018

Just as every person is different, every estate plan has its own quirks. In order to have a comprehensive plan that covers all the bases, you need the expertise of an estate planning lawyer. Fill in the blank forms just don't cut it.

Let’s be frank – getting your estate plan together isn’t cheap. I get asked all the time, “Why can’t I just use LegalZoom?” There are many reasons. This article from MarketWatch does a good job of outlining many of them. LegalZoom isn’t an attorney and the company disclaims any respons...

01/29/2018

You just think you're too young to need an estate plan (don't we all?).

As a Santa Rosa Beach estate planning attorney, I know Generation Y has a lot to think about . . . starting your careers, buying your first home, starting a family. All of these things are beginnings, so it’s a rare day when someone in this generation wants to think about The End. But there …

12/15/2017

"Acknowledging that our parents won't always be here is a difficult thing to do, but it is a necessary part of preparing for the future."

As many of us are looking forward to celebrating the holidays with our families, I’d like to offer you some advice on how to talk to your parents about their estates. I will be leaving 30A next week to head over the river and through the woods. I know it’s common for each generation to …

12/05/2017

We all have that list of things to complete before the end of the year. Should you add a check up for your estate plan to your list?

You know your car requires regular maintenance in order to perform well and be reliable. When you purchased your car, you most likely received a recommended schedule for service. If you follow that schedule, most likely your car will continue to work well – if not, you could be in trouble. Did you...

11/23/2017

I guess it's better than discussing politics?

Seriously, it is important to discuss end of life choices with your family. NPR's got some great recommendations on how to broach the subject.

Happy Thanksgiving everyone!

Turkey dinner with a side dish of death isn't everyone's idea of a festive meal. But end-of-life planning advocates say the holidays are an ideal time to have these conversations with family members.

10/12/2017

Do you really need an estate plan? Of course you do!

Estate plans are not just for the rich and famous. My pat answer to the question has always been: if you own title to anything, you need an estate plan. But, the fact of the matter is that regardless of what kind of assets you own, everyone needs some sort of estate planning. That’s because an …