Caldwell Trust Company – Building Wealth and Preserving Legacy Blog (34)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Caldwell Trust Company Blog

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

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

James R. Woods, director of Caldwell Trust, keeps right on working even after retirement

Tidewell Hospice nominates Jan Miller as Outstanding Fundraising Volunteer

Savers Reap the Rewards of Their Retirement Thrift Early

2015 Estate Tax Exemption Amount Increases

Sonya Kristie, Assistant Vice President and Trust Officer

How Does a Winter Resident Prove Florida Residency? Consult with a Licensed Florida Trust Company

Caldwell Trust has significant fee reductions for retirement benefit plans

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