Wealth Inside and Out
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| Gender | Male |
|---|---|
| Industry | Accounting |
| Occupation | CPA |
| Location | Jackson, Tennessee, United States |
| Introduction | Robert Caldwell is the writer of Wealth Inside & Out. His practice focuses on trusts, estates, gifting, and related tax services for individuals, families, attorneys, financial advisors, and bank trust departments. Services offered include working with clients and their attorneys in all stages of estate, probate, and trust administration, preparation of estate, inheritance, and gift tax returns; fiduciary accountings; transfer and retitling of assets; representation in tax audits; tax planning for IRA and retirement plan distributions and rollovers; and asset protection planning. In addition, Robert offers private trustee and executorship services. Robert is vitally interested in the psychological, emotional, and spiritual aspects of money and how it affects families. He has a special interest in working with families to prevent, resolve, and mediate inheritance disputes and in working with inheritors on the challenges that they face. This part of Robert’s practice is called “financial therapy” or “financial life planning.” |
| Interests | My lovely wife Sherry and my beautiful daughter Catherine. |

