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How Does a Winter Resident Prove Florida Residency? Consult with a Licensed Florida Trust Company

As some of our clients are “winter” residents in Florida, more and more people are making a permanent move to Florida to enjoy ...
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Caldwell Trust has significant fee reductions for retirement benefit plans

Caldwell Trust Company has significantly reduced the investment fee for our  retirement plans that we manage as plan trustee. The ...
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Market Snapshot - Malthusian? Economic choices must be at work

Thomas Malthus was an 18th Century Economist who did some fantastic work on populations.  His main contribution was to illustrate ...
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5 Benefits of a Non-Family Member Trustee

Most of us want a family member looking after our assets when we’re gone. However, there are sometimes complications to this ...
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Caldwell Trust has become a trust leader and we intend to remain one

James F. Gabbert, chairman of Caldwell Trust Company, is proud to be associated with Caldwell Trust Company and to be able to say ...
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Legal experience in addition to being a trust officer helps our clients

As a trust officer, people often ask me how my legal experience comes into play in my day-to-day job. They don’t often understand ...
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Appoint a Trustee or Take Advantage of the Popular Prepaid Florida College Plan

There are many ways to ensure your children or grandchildren can attend college without them being buried in debt or your ...
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Tim Videnka of Caldwell Trust Company Speaks of Significant Wealth

Caldwell Trust Company manages money by starting with clients and working backwards. Often times, we find clients have similar ...
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