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Estate Planning
Caldwell & Associates

Estate Planning

Estate planning is about protecting your family and ensuring your wishes are carried out. Whether you need a simple will or a comprehensive trust-based estate plan, our attorneys will craft a strategy tailored to your unique situation. Our estate planning services include wills and trusts, powers of attorney, healthcare directives, probate and estate administration, trust administration, guardianship, and business succession planning. We work with individuals and families at every stage of life, from young parents establishing guardianship for their children to retirees preserving wealth for future generations. Our goal is to give you peace of mind knowing that your affairs are in order.

Notable Results

$5.2M Estate

Multi-Million Dollar Estate Administration

Successfully administered a complex estate involving multiple properties, business interests, and out-of-state assets while resolving a potential will contest among beneficiaries.

Frequently Asked Questions

Do I need a trust or is a will sufficient?

It depends on your situation. A will is the foundation of any estate plan, but a trust can help you avoid probate, reduce estate taxes, protect assets from creditors, and provide more control over how your assets are distributed. We will help you determine the right approach.

What happens if I die without a will in Michigan?

If you die without a will (intestate), Michigan law determines how your assets are distributed. This may not align with your wishes. Your spouse, children, and other relatives will inherit according to a statutory formula, and a court will appoint someone to manage your estate.

How often should I update my estate plan?

We recommend reviewing your estate plan every 3-5 years or whenever you experience a major life event such as marriage, divorce, the birth of a child, a significant change in assets, or the death of a beneficiary or executor.

Need Help with Estate Planning?

Schedule a free consultation to discuss your case with an experienced attorney.