Free Estate-Planning Seminars in February

Port Charlotte, Fla., January 11, 2024 – Christine Hause, Vice President and Senior Wealth Strategist, and Kerry Hunter, Wealth Strategist, have scheduled free estate-planning seminars in several Crews Bank & Trust locations this winter. 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.

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, Feb. 6, 2024

- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m.

Tuesday, Feb. 13, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx, 10 a.m.

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m.

Tuesday, Feb. 27, 2024

- Wauchula branch, 106 E. Main Street, Wauchula, 10 a.m.

- DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia, 2 p.m.

Selecting a Successor Trustee to Minimize Stress on Family

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.

Wednesday, Feb. 7, 2024

- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m

Wednesday, Feb. 14, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx, 10 a.m.

- Gulf Cove branch, 12651 McCall Rd, Port Charlotte, 10 a.m.

Thursday, Feb. 29, 2024

- Wauchula branch, 106 E. Main Street, Wauchula, 10 a.m.

- DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia, 2 p.m.

Out-of-State Wills & Trusts and the Benefits of Florida Residency

Moving to a new state brings many questions, including: Will my estate plan documents work in Florida, despite not being created here? Should I make Florida my homestead or domiciliary? Join us to review the challenges with out-of-state documents and the benefits of becoming a Floridian.

Thursday, Feb. 8, 2024

- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m.

Thursday, Feb. 15, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx, 10 a.m.

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m.

To download news release file and image, please click the button below.

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.