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Caldwell Trust

Recent Posts

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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Tidewell and Caldwell, helping people live better lives

Feb 19, 2015
It is with the greatest respect for the exceptional care and service that Tidewell Hospice provides that Caldwell Trust is ...
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Do I Need New Estate Planning Documents When I Move to Florida?

Feb 17, 2015
Planning and creating a great estate plan is an investment of time and money. You want to make sure that you protect that ...
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Where to Safely Keep a Personal Financial Organizer

Feb 17, 2015
A personal financial organizer is a way to organize and contain your sensitive financial documents all in one place, making it ...
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5 Questions to Ask Before Hiring an Investment Advisor

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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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