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Caldwell Trust

Recent Posts

Bremain Turns into Brexit: Keep Calm and Carry On

Jun 24, 2016
Global stock markets and London Bookies had predicted a remain vote in the days leading up to the UK’s referendum on remaining in ...
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The Big Three: The Dollar, Oil, and the Fed

Jun 6, 2016
With a bumpy start to the year in stocks and a nice rally off the February 11 bottom, we are in and around the highs for the year ...
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Caldwell Trust Company hires seven new employees; 65% staff increase since 2011 reflects company’s continuing growth

May 19, 2016
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Managing the Impact of Wealth for Future Generations

Apr 19, 2016
Many families worry what the impact of wealth will have on their children and how and when to communicate about wealth. Each ...
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Pfizer and Allergan Merger Terminated

Apr 12, 2016
As you have heard by know Pfizer and Allergan PLC terminated their planned $150 billion merger after the Treasury department ...
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Estate Planning: Don’t Overlook Asset Titling

Apr 5, 2016
Planning for dying is never easy, and it can be an especially difficult task for those with large families and/or significant ...
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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 ...
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How Much Is Enough to Leave Your Children - Marriage / First Home / First Business

Mar 8, 2016
For parents, there is no greater concern than protecting the health and happiness of their children. However, it can be hard to ...
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Choosing a Retirement Plan: Is a Defined Benefit Plan Right for You?

Feb 23, 2016
Making decisions about how you are going to pay for retirement can be daunting. There are many options available to you and each ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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