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Caldwell Trust

Recent Posts

When and How Often Should You Update Your Estate Plan?

May 31, 2021
Planning your estate helps you take care of the people who depend on you when you pass on. It allows you to manage your assets ...
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What is a Charitable Trust?

May 24, 2021
Charitable giving is a great way to support a specific cause or organization and it can be important for financial planning, ...
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Asset Management Vs. Wealth Management: Which is Right for you?

May 17, 2021
There are various ways that individuals can begin to manage their money better. Two financial services that are offered today are ...
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IRA vs. 401(k): What are the Key Differences?

Apr 26, 2021
Though many are familiar with both, most don't realize the smaller differences between using a 401(k) and an IRA, especially when ...
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What is a Beneficiary and Who Should You List as Yours?

Mar 29, 2021
Sitting down to write your last will and testament is a complicated and emotionally involved process. What do you do with the ...
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The Difference Between Wills and Trusts

Mar 22, 2021
Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you ...
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Why Sarasota is the Best Place for You to Retire

Mar 8, 2021
If you are like most people in the prime of their lives, you're starting the process of thinking about your retirement now. It's ...
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How to Make the Most Out of Your 401(k) Throughout Life

Mar 1, 2021
One of the best ways to create a comfortable and enjoyable retirement for yourself is to start saving money early in your life. ...
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How to Calculate the True Cost of College

Feb 22, 2021
If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter as you plan ...
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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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