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Navigating your financial future can be time consuming – but it doesn’t have to be. Check out The Cypress Compass publication, produced by our team of industry thought leaders. This quarterly publication brings you important topics all-in-one place. Here you’ll find financial market trends to keep you informed.
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JACKSONVILLE, FL (October 12, 2018)…Cypress Trust Company announced today that Beverly Flanagan, CFP®, has been named Senior Vice President and Market Executive for its Jacksonville
office located at 1234 King St., Jacksonville, FL 32204.
Winter Haven, FL (September 6, 2018)…Cypress Trust Company announced today that it has moved to 505 Avenue A, N.W., Suite 300, Winter Haven, FL 33881. Mary Louise Kalisz, Vice President & Senior Trust Officer manages the office which established a Winter Haven location in 2008.
Families are demanding more flexibility and control over their estate plans – a trend that we feel will continue to develop. The growth in popularity of bifurcating administrative duty and investment responsibility in revocable and irrevocable trusts has encouraged corporate fiduciaries such as Cypress Trust Company to expand beyond traditional service offerings. Directed and delegated trusts, of course, are nothing new – affluent and successful families have been using these concepts for more than a century and today, all but a handful of states have some form of directed trust statute.
