Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Gina B. Jordan, CFP® , CTFA

How to Prepare For Your First Meeting with an Investment Advisor

Nov 28, 2022

An investment advisor is a financial advisor who manages your investment portfolio and provides useful guidance for a fee. ...

A Breakdown of Key Elements Inside an Estate Plan

Oct 10, 2022

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 Checklist: The 7 Basic Components

May 15, 2019

There’s a common misconception that if you're young, don't have many assets, or don't have any family members, you don't need an ...

Common Misconceptions About Partnering with an Investment Advisor

Feb 28, 2019

If you’re ready to begin investing or to explore your options, partnering with an advisor to manage your investments can be ...

Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Sep 18, 2018

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 ...

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

Jun 21, 2018

When it comes to estate planning, there is no shortage of good information available if you know where to look for it. However, ...

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

Jun 14, 2018

Estate planning involves more than simply identifying what will happen to your assets when you die; it also encompasses planning ...

Is It Better to Have a Will or a Trust?

May 17, 2018

Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you ...

Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Gina B. Jordan, CFP® , CTFA

Recent Posts

How to Prepare For Your First Meeting with an Investment Advisor

A Breakdown of Key Elements Inside an Estate Plan

Estate Planning Checklist: The 7 Basic Components

Common Misconceptions About Partnering with an Investment Advisor

Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

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

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

Is It Better to Have a Will or a Trust?

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5 Questions to Ask Before Hiring an Investment Advisor

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Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Gina B. Jordan, CFP® , CTFA

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