Estate Planning

For more than three decades, Sara Caldwell has provided estate law services that protect the assets and wishes of her clients. Sara Caldwell cares about her clients and is motivated by the relationships she develops with them to provide optimal, personal service. She works one-on-one with her clients to gain a full understanding of their unique situations, and she explains all the available options enabling clients to arrive at well-informed decisions. She addresses concerns regarding taxes, care of children and estate administration.

The firm drafts and administers estate planning documents including:

  • Wills
  • Living Wills
  • Advance Directives
  • Family Limited Partnerships
  • Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Trusts
  • Special Needs Trusts
  • Income Protection Trusts