Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Home for the holidays: Caldwell Trust Co. moves into new headquarters

Nov 26, 2014

There’s no place like home for the holidays.” Those lyrics, written in 1954, were true centuries before the song existed and will ...

Nov 19, 2014

"A man can’t retire his experience. He must use it.” Those words by noted financier and philanthropist Bernard Baruch easily ...

Nov 14, 2014

Tidewell Hospice has nominated Jan Miller, Caldwell executive vice president and trust officer, as its Outstanding Fundraising ...

Nov 12, 2014

For employees that contribute to retirement plans, they already know the long-term tax advantages of a 401(k) type of plan. Taxes ...

Nov 7, 2014

As the saying goes, there is nothing certain except for death and taxes...the good news is the estate tax exemption continues to ...

Nov 6, 2014

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