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The Caldwell Trust Company Blog

What Happens If You Don't Have an Estate Plan?

Posted by Sonya Kristie

An estate plan gives you the opportunity to proactively manage your individual asset base if an accident, illness, or other event should leave you incapacitated or deceased.

With proper estate planning, you can provide clear instructions for managing and distributing your assets and liabilities, and ensure your decisions are carried out. A few key components of estate planning include selecting who will receive your assets, as well as who will be responsible for paying any outstanding debts and settling any estate taxes.

Most people turn to an attorney who has experience in estate law to ensure they have done everything correctly, to make important estate plan updates, and to provide counsel if needed.

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Topics: Trusts & Estate Planning

Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Posted by Gina B. Jordan, CFP® , CTFA

Estate planning is something each of us needs to do. In the event of illness or death, an estate plan makes it easier for your loved ones to manage your affairs and assets.

The prospect of completing your estate plan, however, can be overwhelming, especially if you don’t understand the terminology. That’s why we’ve compiled this list of the most common words used in planning the management and disposition of your assets upon your death. When you have a better grasp on key terms, you’ll be better prepared to complete an estate plan that meets your needs and helps your loved ones cope with whatever the future brings.

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Topics: Trusts & Estate Planning

Profit Sharing Plan Allocations – What’s Best for My Plan?

Posted by Tony Blasini, CPC, QPA

When it comes to retirement plans, there are many choices. One option that this article will dive into today, is the “profit sharing plan” which is a type of defined contribution plan that allows businesses to provide discretionary contributions -- meaning they can decide from year to year how much to contribute (or whether to contribute at all).

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Topics: Retirement Plan Services, Investments



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