Central and Southwest, Fla., Feb. 23, 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 spring. 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, March 5, 2024
- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda, 10 a.m.
- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m.
Tuesday, March 11, 2024
- Wauchula branch, 106 E. Main St., Wauchula, 10 a.m.
Tuesday, March 19, 2024
- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.
- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.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, March 6, 2024
- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda, 10 a.m.
- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m.
Tuesday, March 11, 2024
- Wauchula branch, 106 E. Main St., Wauchula, 2 p.m.
Thursday, March 20, 2024
- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.
- Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte, 10 a.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, March 7, 2024
- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda, 10 a.m.
- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m.
Thursday, March 21, 2024
- North Port branch, 4300 Aidan Lane, North Port, 10 a.m.
- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m.
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