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What are the Advantages of Working with a Local Investment Manager?

Your finances are more than just numbers in a computer or on a ledger. They help ensure you and your family's well-being at ...
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The Role of a Fiduciary Advisor

If you're like many people, you probably don't know exactly what a fiduciary financial advisor does and how working with one can ...
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Wills, Estates, and Trusts

Most people don't want to think about life after they are gone no matter which stage of life they're currently experiencing. They ...
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5-Step Process for Creating a Digital Estate Plan

When someone passes away, a will determines how the individual’s assets are distributed. For example, you can advise whether your ...
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6 Reasons to Hire a Financial Advisor

Everyone has a time in life when they need a little financial advice. More Americans than ever before are seeking advice from ...
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Caldwell Trust Company: Who We Are, What We Do, and How We Can Help You

If you needed to ask a friend to help manage your assets, for example, to manage your estate or your investments, whom would you ...
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Corporate & Personal Trustees: One in the Same, Right?

You trust your family and friends, so you might as well appoint someone you trust as a trustee, right? When it comes to deciding ...
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Services Offered by a Wealth Management Company

A wealth management company addresses the needs of its clients by offering investment advisory services, usually along with a ...
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Do I Need an Attorney to Execute an Estate Plan in Florida?

Accountants, financial planners, attorneys, and other such professionals use the term "estate planning" in reference to the ...
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