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What You Need to Know About Gift Planning

As more people start to plan for the future, many have questions about making an impact at Caldwell. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving... Read More

Your Estate Planning Clean-Up Guide

Is Your Plan Up to Date?

It’s easy to know when to renew your driver’s license or credit card—just look at the expiration date. But what about your estate planning documents? Keeping these current is an essential part of creating the future you envision, but... Read More

Balancing Family and Giving

2 Ways to Make an Impact

Despite the hardships many of us have faced the past year, many people still want to make a difference where they can. But balancing your family’s needs with your desire to help can be difficult. Luckily, there is a solution: consider making a... Read More

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy