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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 ...
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How Much Is Enough to Leave Your Children - College Years

Sep 9, 2015
For parents, children’s health and well being are always top-of-mind. This is particularly true in the unlikely, but possible, ...
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How Much Is Enough to Leave Your Children - Birth to 18

Sep 3, 2015
Most parents have certain reservations when it comes to leaving money to their children. How much is enough to leave your ...
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What Your Family Needs to Know About Your Timeshare

Mar 19, 2015
Do you have a timeshare in Maui, in Laguna Beach, and then one in Maine for the summer months? Maybe you don’t have all three, ...
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The Responsibilities of a Fiduciary

Mar 17, 2015
A fiduciary is an individual or company that is given the legal duty and capacity to act on the behalf of another for matters ...
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Who Gets Custody Of My Assets?

Mar 12, 2015
Appointing an investment adviser or a trust company to administer your trust and provide asset management is a decision that is ...
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How Much is Enough to Leave for your children – the Bucket Theory

Mar 10, 2015
One of the most frequently asked questions by my clients as we discuss their planning, is “How much money should we leave to our ...
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Who Should Have Copies of My Personal Financial Organizer?

Feb 24, 2015
A personal financial organizer is a document that lists everything your family needs to know about your financial position. Once ...
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Where to Safely Keep a Personal Financial Organizer

Feb 17, 2015
A personal financial organizer is a way to organize and contain your sensitive financial documents all in one place, making it ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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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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(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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