Helping You Deal With Difficult Estate Planning Concerns

Death and tax planning are not always the easiest subjects to discuss. However, early planning is a preferable approach, allowing individuals and families to assume more control over the estate planning process.

At Caldwell & Kearns, P.C., our goal is to help make estate planning easier for you and your family. When it comes to future planning, an ounce of prevention really is worth a pound of cure.

When Should Estate Planning Be Done?

Many people have the misconception that estate planning is something you do at a later stage in life. Estate planning is perhaps best done earlier in life when you have begun acquiring assets or have had children.

Your estate planning documents — including wills and trusts — can be updated at any time during your life. This can ensure that your planning is based on your most recent financial information.

We can help you prepare the following estate planning tools:

  • Wills — A will is part of a cohesive plan that can designate beneficiaries, asset distribution and other preferences of an individual.
  • Trusts — We can help you prepare life insurance trusts, living trusts, marital trusts, generation-skipping trusts, bypass trusts, spendthrift trusts and QTIP trusts.

Other components of the estate planning process are:

  • Elder law planning
  • Guardianships
  • Advanced medical directives (living wills)
  • Powers of attorney (POA) — including durable POA, health care POA and financial POA

Probate/Estate Administration

Our role is to assist and advise personal representatives to allow them to administer and effectively manage the estate. Our firm can assist with all aspects of the probate/estate administration process: probate filings, collection of assets, identification and payment of debts and obligations, distribution of assets and estate, and preparation and filing of tax returns.

Contact Us

Don't put off planning for the future. Contact our firm for a consultation with a lawyer and a practical, common-sense approach to estate planning. Call 717-743-1682.