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Caldwell Trust

Recent Posts

Five Tips to Keep Your Financial Assets Safe from Inheritance Tax

Aug 27, 2014
You’ve worked hard your entire life, and now you want to be sure that your family will be taken care of after you’re gone. You’ve ...
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Keep It or Shred It: How Long to Keep Income Tax Returns Around

Aug 19, 2014
You know you’re supposed to keep your tax records after you submit them, but when is it time to finally shred them? If you’re ...
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Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery

Aug 14, 2014
Inheriting a large sum of money at an early age without any adult financial supervision can lead to the money being misspent very ...
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Giving from the Heart and Receiving Thanks

Aug 12, 2014
’Tis the time of year for our team at Caldwell Trust Company to review our sponsorship opportunities for the upcoming season. ...
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Returning the US to Robust Economic Growth

Aug 8, 2014
In a pre-interview before the Matson Money Investor Symposium, Art Laffer, long-time adviser and friend of Caldwell Trust ...
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Lee Thacker Jr. is named senior executive vice president

Aug 6, 2014
H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company. Thacker has been with the Trust ...
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How an Investor Can Protect Against Fraud and Institutional Failure

Jul 29, 2014
Since the frauds like Madoff and Nadel and the institutional failures like Lehman Brothers and Washington Mutual came to light; ...
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Who Will Take Care of Me When I'm Older?

Jul 24, 2014
As we get older, the reality is that at some point, we will all most likely need help managing our financial affairs and health ...
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Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

Jul 22, 2014
In the event that you have substantial assets and do not have a next of kin or anyone in mind to designate as a beneficiary, you ...
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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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