Port Charlotte, Fla., October 12, 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 fall. 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.
"These seminars will help you create a strong plan for the future," explained Lory Weisensee, President of Trust and Wealth Management. "Christine and Kerry are extremely knowledgeable and experienced, and will share ways to protect yourself, your loved ones, and your assets.”
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, Oct. 31, 2023
Tuesday, Nov. 14, 2023
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, Nov. 1, 2023
Wednesday, Nov. 15, 2023
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, Nov. 2, 2023
Thursday, Nov. 16, 2023
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