Englewood, Fla., June 22, 2023 – Kerry Hunter, Trust Development Officer at Englewood Bank & Trust, is offering two complimentary Trust and Investment Management Services seminars in July. The seminars will take place at 10 a.m. at the Englewood Chamber of Commerce, 601 South Indiana Ave.
Local attorneys Lori A. Wellbaum and Dean Hanewinckel will be joining Hunter at the seminars.
Estate Planning Basics
Thursday, July 13, Englewood Chamber of Commerce
Presented with Lori A. Wellbaum of Wellbaum Law, P.A.
This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney, and health care directives, focusing on the specifics and benefits of each and the pitfalls to avoid. The seminar will also include planning tools for non-married couples and couples who have remarried, plus ways to protect yourself, your loved ones and your assets.
Becoming a Floridian
Thursday, July 20, Englewood Chamber of Commerce
Presented with Dean Hanewinckel of the Law Office of Dean Hanewinckel, P.A.
Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax and favorable estate planning codes? Will your out-of-state documents work in Florida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.
To register for one or both of the free seminars, visit www.englewoodbank.com or contact Hunter at 941-473-3629 or khunter@ebtfl.com. Due to limited seating, Hunter is asking attendees to let her know if they plan on bringing additional guests.
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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.