Central and Southwest, Fla., Dec. 6, 2024 – Christine Hause, Vice President and Senior Wealth Strategist, and Kerry Hunter, Wealth Strategist, have scheduled free estate-planning seminars in January. Hause and Hunter, members of the bank’s Trust and Wealth Management Services Division, will present vital information on the topics from a trust officer’s point of view.
Hause and Hunter each have more than 20 years of experience in personal trust services and estate planning. As Wealth Strategists, they assist clients with Living Trusts, IRA Rollovers, Investment Management Services and Charitable Giving Strategies.
Registration is open to the public at any Crews Bank & Trust branch office, online at www.crews.bank, via email at trust@crews.bank or by calling Trust Operations Associate Linda Ferrara at 941-624-1943. The topics for the seminars, dates, times and locations are:
Basic Estate Planning
Last Will and Testament, Durable Power of Attorney, and Health Care Directives
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations.
Select Tuesdays, 10-11:30 a.m.
Tuesday, Jan. 7, 2025
- Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
- Online via WebEx Presented by Christine Hause
- Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter with Attorney Lori Wellbaum
Tuesday, Jan. 14, 2025
- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
- Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter with Attorney Jay Fahs
Tuesday, Jan. 21, 2025
- North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
- Wauchula branch, 106 E. Main St., Wauchula Presented by Kerry Hunter
Building a Better Estate Plan
Top 10 Tips from a Trust Officer’s Perspective
Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs.
Select Wednesdays, 10-11:30 a.m.
Wednesday, Jan. 8, 2025
- Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
- Online via WebEx Presented by Christine Hause
- Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte Presented by Kerry Hunter
Wednesday, Jan. 15, 2025
- Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte Presented by Christine Hause
- Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter
Wednesday, Jan. 22, 2025
- North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
- Wauchula branch, 106 E. Main St., Wauchula Presented by Kerry Hunter
Florida Residency and Will & Trust Settlement
Benefits of Becoming a Floridian and Estate Administration Tips
Explore the benefits of being a Floridian, including homestead advantages. Review the steps to settle a last will and/or trust for both Florida and out-of-state documents. Gain insights into the necessary skills, estimated timelines, and associated fees. Helpful tips will be presented to assist you and your loved ones.
Select dates, 10-11:30 a.m.
Thursday, Jan. 9, 2025
-Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
- Online via WebEx Presented by Christine Hause
Friday, Jan. 10, 2025
- Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter with Attorney Dean Hanewinckel
- Thursday, Jan. 16, 2025
- Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte Presented by Christine Hause
- Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter with Attorney Ian MacLean
Thursday, Jan. 23, 2025
- North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
- Wauchula branch, 106 E. Main St., Wauchula Presented by Kerry Hunter
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.
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