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The Caldwell Trust Company Blog

Gina B. Jordan, CFP® , CTFA

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A Breakdown of Key Elements Inside an Estate Plan

Posted by Gina B. Jordan, CFP® , CTFA

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important estate-planning documents, according to a Caring.com study.

Although it may be uncomfortable, estate planning has a positive impact in your time of need, giving you and your family reassurance that your wishes will be carried out upon your death. If you don’t have an estate plan in place, you risk giving the court control over how your assets are distributed, or worse even, your entire estate can go to the state. In either case, you may cause your grieving family a great deal of stress and trouble that could have been avoided with an estate plan.

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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

The Top Assumptions You Shouldn't Be Making About Your Estate Plan

Posted by Gina B. Jordan, CFP® , CTFA

When it comes to estate planning, there is no shortage of good information available if you know where to look for it. However, there are also several common misconceptions people have that need to be dispelled.

Here are the top four worst assumptions you can make about estate planning:

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Topics: Trusts & Estate Planning

Set Your Wishes for Medical Care: Living Will and Health Care Power of Attorney

Posted by Gina B. Jordan, CFP® , CTFA

Estate planning involves more than simply identifying what will happen to your assets when you die; it also encompasses planning for periods of lifetime incapacity. A living will and a health care power of attorney are both documents designed to give you peace of mind, knowing your health care wishes will be honored and your loved ones will not need to deal with the stress of trying to determine what your wishes are, if you reach a point where you cannot speak for yourself to make your own wishes known.

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Topics: Trusts & Estate Planning, Living Wills

Is It Better to Have a Will or a Trust?

Posted by Gina B. Jordan, CFP® , CTFA

Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you much-needed peace of mind. But, should you use a will or a trust as your primary estate planning document? Which is best? As you evaluate your options, it can help to understand the benefits and potential drawbacks of each approach.

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Topics: Trusts & Estate Planning

 


 

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