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10 Estate Planning Errors That Cost Time, Money, and Your Sanity

Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its..

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Estate planning

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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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

10 Estate Planning Errors That Cost Time, Money, and Your Sanity

Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its importance, yet we continually delay—telling ourselves we’ll get to it when life slows down. But when "later" becomes too late, the consequences can be severe. Families enter drawn-out probate battles, assets get trapped in legal limbo, or loved ones become burdened with unexpected tax consequences and decision-making stress.

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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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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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