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Estate Planning Managing your Wealth

Estate Planning in Florida Basics: What to Expect | Crews Bank & Trust

Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re..

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Estate Planning

Plan Ahead: Prepare for Your Future with Estate Planning

Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and..

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Kerry Hunter, Wealth Strategist

An experienced member of the Trust and Investment Management Team at Crews Bank & Trust, Kerry is responsible for developing new client relationships, assisting those with Living Trusts, IRA Rollovers, Investment Management Services and Charitable Giving Strategies.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Recent Posts

Estate Planning, Managing your Wealth
09/25/24

Estate Planning in Florida Basics: What to Expect | Crews Bank & Trust

Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re beginning to think about your legacy or need to update an existing plan, understanding the basics of estate planning is essential. In this blog post, we'll explore the foundational elements of estate planning, what to expect during the process, and how Crews Bank & Trust can assist you at every step.

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Estate Planning
06/19/24

Plan Ahead: Prepare for Your Future with Estate Planning

Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and uncomfortable, and no one likes to think about becoming unhealthy or worse, not around at all. However, clear communication and effective estate planning are crucial to ensure that your assets last and are distributed according to your wishes.

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