Contact Us

Jan Miller

Recent Posts

Five Questions to Ask When Meeting with a Fiduciary Financial Advisor

Jun 6, 2022
Lots of people turn to fiduciary financial advisors to help them manage their finances and plan their futures. It's sort of like ...
Read More

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 ...
Read More

5 Life Occurrences When Your Estate Plan Should Be Updated

Jul 25, 2018
If you already have your will, trust, and other estate planning documents in place, congratulations. You’ve taken an important ...
Read More

Your Essential Estate Planning Documents to Gain Peace of Mind (Part 2)

Aug 24, 2017
In a previous post, we discussed two essential estate planning documents that will give you and your family peace of mind, and ...
Read More

Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

Jul 12, 2017
We know that planning for your family’s future, for after you are gone, may feel daunting on many levels. The reality is, your ...
Read More

Advocating for Life: Designating an Elder Care Coordinator

Feb 9, 2016
When it comes to making decisions for an elderly loved one, experience, time, and emotions can get in the way. For many families, ...
Read More

Avoiding a Guardianship: 4 Steps You Can Take Today

Dec 29, 2015
Having little or no control of one’s estate and care can leave you feeling helpless—especially when an accident or decline in ...
Read More

Tips for High Income Earners to Lower Their Taxes in 2015

Jan 20, 2015
As a high income earner, you have worked hard for every penny of your assets. However, come tax time, you may be struggling to ...
Read More

Fido…What Will Happen to Him Once I’m Gone?

Dec 2, 2014
You may never have asked yourself what would happen to your beloved pet when you do,  in fact, pass. Many of us don’t think that ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

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

Sign up for updates

©2023 Caldwell Trust Company. Inbound Marketing by Nextiny