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Caldwell Trust

Recent Posts

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

Nov 26, 2014
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

Nov 19, 2014
"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

Nov 14, 2014
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

Nov 12, 2014
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

Nov 7, 2014
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

Nov 6, 2014
At Caldwell Trust Company there are many different ways and many different services that we can provide our clients. Gene ...
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How Does a Winter Resident Prove Florida Residency? Consult with a Licensed Florida Trust Company

Oct 30, 2014
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

Oct 29, 2014
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

Oct 24, 2014
Thomas Malthus was an 18th Century Economist who did some fantastic work on populations. His main contribution was to illustrate ...
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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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