Free Estate-Planning Seminars in January

Port Charlotte, Fla., December 11, 2023 – 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. All seminars run from 10 a.m. to 11:30 a.m. The topics for the seminars, dates 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. Dates and locations include:

Tuesday, Jan. 9, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx

- Englewood Chamber of Commerce, 601 S Indiana Ave, Englewood

Tuesday, Jan. 23, 2024

- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

- Venice branch, 207 S Tamiami Trail, Venice

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. Dates and locations include:

Wednesday, Jan. 10, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx

- Venice branch, 207 S Tamiami Trail, Venice

Wednesday, Jan. 24, 2024

- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

- Gulf Cove branch, 12651 McCall Rd, Port Charlotte

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. Dates and locations include:

Thursday, Jan. 11, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte, and via WebEx

- Englewood Chamber of Commerce, 601 S Indiana Ave, Englewood

Thursday, Jan. 25, 2024

- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

- Venice branch, 207 S Tamiami Trail, Venice

To download news release file and images, 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.