Are you looking to secure your financial future and ensure your assets are protected for generations to come? Crews Bank & Trust is pleased to invite you to attend our complimentary estate-planning seminars, designed to provide you with essential knowledge and actionable strategies. Led by seasoned experts Christine Hause, Vice President and Senior Wealth Strategist, and Kerry Hunter, Wealth Strategist, these seminars offer invaluable insights from a trust officer’s perspective. Whether you prefer to attend in person across various Florida locations including Venice, North Port, Wauchula, Englewood, Port Charlotte, and Punta Gorda, or join online via WebEx, we have a session to suit your needs.
Comprehensive Estate Planning Topics
Our seminars cover a range of crucial estate planning topics to empower you to make informed decisions:
Basic Estate Planning: Laying the Foundation
Understanding the core components of a solid estate plan is paramount. This session delves into the fundamental tools such as Last Will and Testament, Durable Power of Attorney, and Health Care Directives. We will highlight common pitfalls, particularly those related to account titles and beneficiary designations, ensuring you avoid potential complications.
Building a Better Estate Plan: Advanced Strategies
Take your estate plan to the next level by exploring advanced strategies employed by trust professionals. This discussion will cover revocable and irrevocable trusts, along with best practices for managing IRAs within your estate plan. Discover effective methods for wealth transfer to your loved ones or charitable organizations, and learn about the advantages of trusts both during your lifetime and for your beneficiaries.
Florida Residency and Will & Trust Settlement: Navigating State-Specific Considerations
For those considering or already enjoying the benefits of Florida residency, this session is essential. We will explore the advantages of establishing Florida residency, including homestead benefits. Gain a clear understanding of the estate administration process in Florida, comparing it to out-of-state procedures for both wills and trusts. We will provide timelines, fee estimations, and essential tips to streamline the settlement process for you and your family.
Learn from Crews Bank & Trust Wealth Strategists
Benefit from the expertise of Christine Hause and Kerry Hunter, our dedicated Wealth Strategists at Crews Bank & Trust. They bring a wealth of knowledge and practical experience in estate planning, offering a trust officer’s viewpoint that is both informative and uniquely insightful. Their presentations will equip you with the understanding needed to confidently navigate the complexities of estate planning.
Register for Your Free Seminar Today
Don’t miss this opportunity to gain valuable knowledge and take control of your estate plan. For a detailed schedule of seminar locations, dates, and times, and to register for your preferred session, please visit https://hubs.ly/Q030DNFC0. We encourage you to secure your place today, as seats are limited.
Important Disclaimer: 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.
