Setting Goals and Taking Names

September 25, 2017 Business Tips Mandee Caldwell

Many people have a hard time pulling the trigger on establishing an estate plan. Some people don’t enjoy contemplating their own death; others are embroiled in messy family situations that make decision-making difficult.

I have found that the easiest place to start is to determine your goals – are you looking to avoid tax consequences? Provide for an incapacitated child? Ensure a legacy for generations to come? Once you have an endgame in mind, it becomes easier to begin walking down the right path.

At Caldwell Law, I work together with my clients to consider several factors in helping you establish an estate plan including your family situation, financial status, and state of residence. There is never a cookie cutter solution to something as individualized and personalized as an estate plan, but once I know all the players and have an outcome in mind, I work with you to take advantage of the many tools out there to help you and your family reach the goal you have in mind.

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Mandee's guidance has been invaluable for me and my small business. Her consultation has helped me to make better legal decisions and she has been fully available if something comes up unexpectedly — and in business, that happens all the time! The best type of legal support you can have is the type that's always there for you, day or night, and that's how Mandee runs her business. She cares about my business as much as I do and she's always there to guide me through. Forever grateful.

Chelsea Berler, Solamar Inc.

I’ve been in the marketing world for almost 14 years, but when I decided to start my own marketing business I quickly learned there is a lot I don’t know when it comes to running a business. Thank goodness for Mandee! She helped me formulate a thorough and thoughtful client agreement that not only protects my interests but also the interests of my clients and subcontractors. She also helped me perfect a subcontractor agreement after an issue resulted from miscommunication and money was owed to me – oh, and she got me my money back too! With everything else that comes with running a business, it’s so refreshing to know someone has your back. She has always been patient and responds promptly when I need her. If you’re looking for a knowledgeable lawyer that will give you the personal attention and time you need, go ahead and hire Mandee!

Cheryl Hodges, Gab Marketing & PR

For over a decade, Mandee Caldwell has worked on a variety of legal matters with my family. From the straightforward to the complex, her approach has always been to provide “see both sides” insights and then offer strategic direction on how to approach, and resolve, each matter. Legal matters can be delicate to work through, especially ones involving family decisions. Mandee is trustworthy, professional, down-to-earth, and friendly which all add to her ability to make the most arduous task, easier.

Sherri Green

Prior to discovering Caldwell Law, we put off having a lawyer update our wills and estate plan, even though one of our parents had first hand experience on the devastating consequences to a family when an up-to-date will is absent. We simply didn’t know who to trust with legal matters. Then we (thankfully) met Mandee - she is smart and personable, thinks critically, and is the type of lawyer you can truly trust to guide you in what is in your best interest versus the bottom line. We have worked with her on both personal and small business matters, and she goes above and beyond to deliver excellent legal services and be there whenever you need her.

Mark and Cindy McDavid, Owners Seagrove Rehab Partners

Caldwell Law 30A

Helping You Plan for the Future

Setting Goals and Taking Names

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