Insights Cypress Bank and Trust

The Cypress Compass

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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The Compass – January 2021

As we all dealt with the pandemic in many different ways, we hope you had a happy and safe holiday season. It was a year that was supposed to be one of clarity (last 20/20 pun), but it couldn’t have been more different. 2020 will be one of those years that will be hard to forget and very memorable for many reasons. 2021 will be even more special here at Cypress. Cypress will be celebrating its 25th Anniversary in October. My how time flies and we THANK all the employees over the years, but we couldn’t have done it without the support and trust of all current and past clients. WE THANK YOU!!!

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How Should I Plan in a Dynamic Wealth Environment?

Over the past decade, families have experienced a relatively uncomplicated environment when it came to protecting, growing, and transferring wealth. The climate in the stock market has been
“investor friendly”, interest rates have remained at near zero levels, property values have increased and there has been a steady rise in the estate tax exclusion amounts… most recently to $11.4 million for 2019.

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Estate Planning

Digital assets can take many forms in today’s electronic environment. A short list of examples might include websites/blogs, gaming characters, email and social media accounts, as well as photos/documents stored “in the cloud.”

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CYPRESS TRUST COMPANY ANNOUNCES NEW MARKET EXECUTIVE FOR JACKSONVILLE OFFICE

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.

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CYPRESS TRUST COMPANY ANNOUNCES NEW LOCATION

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.

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