Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Sonya Kristie

What Happens If You Don't Have an Estate Plan?

Sep 27, 2018

An estate plan gives you the opportunity to proactively manage your individual asset base if an accident, illness, or other ...

Tips for Having Conversations with Your Family About Estate Planning

Aug 23, 2018

Talking about estate planning with your loved ones isn’t always easy. In fact, it can sometimes feel a bit morbid and ...

Raising Financially Independent Children

Mar 29, 2016

The modern world can be an incredibly tough place to raise financially responsible children. Today's kids live lives marked by ...

Bank Statements - To Keep or to Trash?

Oct 13, 2015

When it comes to banking, nowadays you can virtually do everything online. In fact, some online-only banks have begun to emerge ...

There's No Place Like Home: Your Financial Planning is Key

Jan 15, 2015

The idea of wanting to remain in your home for the duration of your life, surrounded by the familiar that evokes wonderful ...

Sonya Kristie, Assistant Vice President and Trust Officer

Nov 6, 2014

At Caldwell Trust Company there are many different ways and many different services that we can provide our clients. Gene ...

Appoint a Trustee or Take Advantage of the Popular Prepaid Florida College Plan

Oct 8, 2014

There are many ways to ensure your children or grandchildren can attend college without them being buried in debt or your ...

Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery

Aug 14, 2014

Inheriting a large sum of money at an early age without any adult financial supervision can lead to the money being misspent very ...

Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

Jul 22, 2014

In the event that you have substantial assets and do not have a next of kin or anyone in mind to designate as a beneficiary, you ...

Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Sonya Kristie

Recent Posts

What Happens If You Don't Have an Estate Plan?

Tips for Having Conversations with Your Family About Estate Planning

Raising Financially Independent Children

Bank Statements - To Keep or to Trash?

There's No Place Like Home: Your Financial Planning is Key

Sonya Kristie, Assistant Vice President and Trust Officer

Appoint a Trustee or Take Advantage of the Popular Prepaid Florida College Plan

Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery

Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

Subscribe to our blog

Recent Posts

5 Questions to Ask Before Hiring an Investment Advisor

The 9 Step Guide to Establishing a 401(k) for Your Business

Posts by Tag

Sarasota Office

Venice Office
Corporate Headquarters

Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Sonya Kristie

Recent Posts

Subscribe to our blog

Recent Posts

Posts by Tag

Sarasota Office

Venice OfficeCorporate Headquarters

Sign up for updates

Venice Office
Corporate Headquarters