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

There’s no place like home for the holidays.” Those lyrics, written in 1954, were true centuries before the song existed and will ...
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James R. Woods, director of Caldwell Trust, keeps right on working even after retirement

"A man can’t retire his experience. He must use it.” Those words by noted financier and philanthropist Bernard Baruch easily ...
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Tidewell Hospice nominates Jan Miller as Outstanding Fundraising Volunteer

Tidewell Hospice has nominated Jan Miller, Caldwell executive vice president and trust officer, as its Outstanding Fundraising ...
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Savers Reap the Rewards of Their Retirement Thrift Early

For employees that contribute to retirement plans, they already know the long-term tax advantages of a 401(k) type of plan. Taxes ...
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2015 Estate Tax Exemption Amount Increases

As the saying goes, there is nothing certain except for death and taxes...the good news is the estate tax exemption continues to ...
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Sonya Kristie, Assistant Vice President and Trust Officer

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