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The Caldwell Trust Company Blog

3 Important Professionals to Contact in an Emergency

Posted by Sheryl Vieira

Dealing with an emergency is stressful for everyone. The unexpected nature can catch you off guard and leave you in a panic, not sure where to turn for advice or help. When emergencies arise, it’s important to react calmly and contact the appropriate people so they may assist you in protecting your loving family, your financial assets, and your personal belongings.

To make sure your bases are covered, have these three people on speed dial as these are the most important professionals to contact in case of an emergency (aside from medical professionals, of course):

1. Financial Advisor 2. Insurance Company 3. Attorney

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Constructing Your Financial Organizer

Posted by Scott Antritt

There are numerous suggestions and ideas on how to go about organizing your personal financial information. Go to Google and there will be pages upon pages of recommendations. Some are rather simple and others can be fairly complex. It doesn’t matter how you chose to get organized but you must choose some process that is easy to repeat and continue. Here are a few recommendations to organize the major financial items in your life for quick reference for you or your loved ones.

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Topics: Corporate

Highest Standard of Excellence Awarded: Scott Antritt, Caldwell Trust

Posted by Sheryl Vieira

A big congratulations to Scott Antritt, Assistant Vice President and Trust Officer at Caldwell Trust Company for completing Florida Graduate Trust School and graduating with the highest honors. Florida Bankers Association presented Antritt with the Tinsley-Wells Honor Graduate Award in recognition of the student who achieves the highest standard of excellence during attendance at the Florida Graduate Trust School. The criteria for the selection of the Tinsley-Wells Honor Graduate includes: high scholastic levels attained by the student during the two-year course of study; contribution to and participation in class; and overall personal contribution in the student body. The overall curriculum covers administration of estates and trusts, including specialized topics on issues affecting the trust industry.

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Topics: Corporate

Hello IRS - Is That Really You?

Posted by Wendy Fishman

Did you know that the IRS does not make phone calls? Over 90,000 Americans have fallen for this scam. Some are even $5 million poorer because they fell for it according to a complaints report by the Treasury Inspector General for Tax Administration’s.

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Topics: Corporate

Market Snapshot: The Financial Market is Overdue for a Sell Off

Posted by Caldwell Trust

By our count we have gone approximately 740+ market days without the start of a 10% correction.  You just can't keep a good market down.  Despite a correction having yet to materialize, we maintain the view that this market is getting a little long in the tooth and we are overdue for a sell off. If you keep a point of view long enough you will eventually be right...a broken clock is right twice a day. We still anticipate the first interest rate increase to come no earlier than mid 2015 off the back of the Fed competing its bond purchase program by year end.

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Topics: Investments

Wealth Management: How to Handle an Inheritance of Any Size

Posted by Jan Miller


Reports show that since the recent financial crisis, fewer Americans expect to receive any sort of inheritance from their parents or other family. But according to researchers at Ohio State University, studies show that elderly Americans are expected to transfer almost $4 trillion to their heirs over the next 10 years. So what does one do if such wealth is received?

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Topics: Investments

How to Help Aging Parents Protect Their Financial Assets

Posted by Caldwell Trust

Taking care of your aging parents is no easy task and can require a lot of work. As your parents age, you want the best for them: nice living arrangements, good health, good spirits, and living life to the fullest. However, aging can be costly, especially if your parents are living on retirement funds, so it’s important that your parents protect their assets and plan ahead.
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