Free Estate-Planning Seminars in November

Southwest, Fla., Oct. 24, 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 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.

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:

Basic Estate Planning
Last Will and Testament, Durable Power of Attorney, and Health Care Directives
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations. Select Tuesdays, 10-11:30 a.m.

Tuesday, Nov. 12, 2024
-    North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
-    Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter with Attorney Lori Wellbaum

Tuesday, Nov. 19, 2024
-    Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
-    Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter with Attorney Callie Cowan

Building a Better Estate Plan
Top 10 Tips from a Trust Officer’s Perspective
Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs. Select Wednesdays, 10-11:30 a.m.

Wednesday, Nov. 13, 2024
-    North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause

Wednesday, Nov. 20, 2024
-    Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
-    Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter

Florida Residency and Will & Trust Settlement
Benefits of Becoming a Floridian and Estate Administration Tips
Explore the benefits of being a Floridian, including homestead advantages. Review the steps to settle a last will and/or trust for both Florida and out-of-state documents. Gain insights into the necessary skills, estimated timelines, and associated fees. Helpful tips will be presented to assist you and your loved ones. Select dates, 10-11:30 a.m.

Wednesday, Nov. 13, 2024
-    Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter with Attorney Dean Hanewinckel

Thursday, Nov. 14, 2024
-    North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause

Thursday, Nov. 21, 2024
-    Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte Presented by Christine Hause
-    Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter with Attorney Ian MacLean

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.

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