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Caldwell Trust

Recent Posts

6 Things You May Not Know About Annuities

Mar 31, 2015
A diverse retirement portfolio is comprised of a variety of options for investment management, like 401(k), Roth IRA, real ...
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Market Snapshot: Merger Mania Continues

Mar 25, 2015
In a deal that would create the world’s fifth largest food company, Kraft Foods and Heinz will merge with the backing from its ...
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What Your Family Needs to Know About Your Timeshare

Mar 19, 2015
Do you have a timeshare in Maui, in Laguna Beach, and then one in Maine for the summer months? Maybe you don’t have all three, ...
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The Responsibilities of a Fiduciary

Mar 17, 2015
A fiduciary is an individual or company that is given the legal duty and capacity to act on the behalf of another for matters ...
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Who Gets Custody Of My Assets?

Mar 12, 2015
Appointing an investment adviser or a trust company to administer your trust and provide asset management is a decision that is ...
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How Much is Enough to Leave for your children – the Bucket Theory

Mar 10, 2015
One of the most frequently asked questions by my clients as we discuss their planning, is “How much money should we leave to our ...
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Your Local Sarasota Trust Company

Mar 5, 2015
The Caldwell Trust Company Operations Department handles an array of backroom tasks, including stock/bond/mutual fund trading, ...
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Liable for Your Company's 401k Plan and You Don't Even Know It?

Mar 3, 2015
A 401k plan is a tax-qualified, defined contribution pension plan. For every qualified 401k plan, a fiduciary(s) must be named ...
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Who Should Have Copies of My Personal Financial Organizer?

Feb 24, 2015
A personal financial organizer is a document that lists everything your family needs to know about your financial position. Once ...
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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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