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Caldwell Trust

Recent Posts

Appoint a Trustee or Take Advantage of the Popular Prepaid Florida College Plan

Oct 8, 2014
There are many ways to ensure your children or grandchildren can attend college without them being buried in debt or your ...
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3 Important Professionals to Contact in an Emergency

Sep 30, 2014
Dealing with an emergency is stressful for everyone. The unexpected nature can catch you off guard and leave you in a panic, not ...
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Constructing Your Financial Organizer

Sep 25, 2014
There are numerous suggestions and ideas on how to go about organizing your personal financial information. Go to Google and ...
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Highest Standard of Excellence Awarded: Scott Antritt, Caldwell Trust

Sep 23, 2014
A big congratulations to Scott Antritt, Assistant Vice President and Trust Officer at Caldwell Trust Company for completing ...
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Hello IRS - Is That Really You?

Sep 16, 2014
Did you know that the IRS does not make phone calls? Over 90,000 Americans have fallen for this scam. Some are even $5 million ...
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Market Snapshot: The Financial Market is Overdue for a Sell Off

Sep 11, 2014
By our count we have gone approximately 740+ market days without the start of a 10% correction. You just can't keep a good market ...
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Wealth Management: How to Handle an Inheritance of Any Size

Sep 9, 2014
Reports show that since the recent financial crisis, fewer Americans expect to receive any sort of inheritance from their parents ...
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How to Help Aging Parents Protect Their Financial Assets

Sep 4, 2014
Taking care of your aging parents is no easy task and can require a lot of work and estate planning. As your parents age, you ...
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Top Five Steps to Protect Your Assets During An Economic Downturn

Aug 29, 2014
Today’s economy has rebounded solidly from the Great Recession of 2008-2009, although growth has returned at a slower pace than ...
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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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