Port Charlotte, Fla., July 14, 2023 – Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons have scheduled free estate-planning seminars across the bank’s five locations in August. Hause and Parsons, members of the bank’s Trust and Wealth Management Services division, are pooling their resources to present vital information on the topics from a trust officer’s point of view.
"These seminars will help you plan for the future," explained Hause. "We'll share ways to protect yourself, your loved ones, and your assets.”
Registration is available at any Charlotte State Bank & Trust branch office, online at www.charlottestatebank.com, via email at rsvp@csbtfl.com, or by calling Trust Operations Specialist Linda Ferrara at 941-624-1943.
Wills and Trusts: Creation and Funding
Dates and locations below.
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. 10-11:30 a.m.
Selecting a Successor Trustee to Minimize Stress on Family
Dates and locations below.
Deciding who is best to serve as administrator in a power of attorney, will, trust and health care directive is extremely important. Explore the skills, abilities, experience, and time these roles demand. Learn best practices for transferring these decision-making roles. 1:30- 3 p.m.
Dates and locations include:
Monday, August 14, at the North Port branch, 4300 Aidan Lane, North Port (just south of Home Depot across from Cocoplum Village Shops)
Tuesday, August 15, at the Murdock branch, 1100 Tamiami Trail, Port Charlotte
Wednesday, August 16, at the Parkside branch, 3002 Tamiami Trail, Port Charlotte
Thursday, August 17, at the Peachland branch, 24163 Peachland Blvd., Port Charlotte
Friday, August 18, at the Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
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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.