Free Estate-Planning Seminars in April

Southwest, Fla., March 15, 2024 – Kerry Hunter, Wealth Strategist, has scheduled free estate-planning seminars in several Crews Bank & Trust locations this spring. Hunter, a member 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 in conjunction with local, guest attorneys.

Registration is available 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:

Wills and Trusts: Creation and Funding

Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns as it relates to your estate.

Tuesday, April 2, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with guest Attorney Madeline Ross Mojica of the Law Office of Annette Z.P. Ross, PL

Tuesday, April 16, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m., presented with guest Attorney Lori Wellbaum of Wellbaum Law

Mutual Funds vs. Exchange Traded Funds

Explore how each investment tool works: its costs, performance measurements, and possible tax implications. Learn the pros and cons of each and gain insights into target funds, sector funds, and specialty funds as well as the risks of each.

Wednesday, April 3, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with Crews Bank & Trust Portfolio Manager, Chris Eckstrom, MBA

Benefits of Florida Residency

Considering being domiciled in Florida or have you moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work in Florida as you had planned?

Thursday, April 4, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with guest Attorney Ian MacLean of Stickley Law

Thursday, April 18, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m., presented with guest Attorney Dean Hanewinckel of Dean Hanewinckel Law

Estate Planning Mistakes

"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans.

Wednesday, April 17, 2024

- Gulf Cove branch, 12651 S McCall Road, Port Charlotte, 10 a.m., presented with guest Attorney Leslie Lohn, Attorney at Law

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