Crews Bank offering free estate-planning seminars

Wealth strategist Kerry Hunter of Crews Bank & Trust reviews the importance of estate planning with a client COURTESY PHOTO

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.

The topics, dates, times and locations for the seminars 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.

¦ 10 a.m. Tuesday, March 5, Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

¦ 10 a.m. Tuesday, March 5, Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood

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.

HAUSE

¦ 10 a.m. Wednesday, March 6, Punta

Gorda branch, 2331 Tamiami Trail, Punta Gorda

¦ 10 a.m. Thursday, March 20, North Port branch, 4300 Aidan Lane, North Port; and Gulf Cove branch, 12651 S. McCall Road, Port Charlotte

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.

¦ 10 a.m. Thursday, March 7, Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda; and Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood

HUNTER

¦ 10 a.m. Thursday, March 21, North Port branch, 4300 Aidan Lane, North Port

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.

Crews Bank & Trust is a family owned-and-operated Florida bank that has provided local financial services for more than 90 years. Now in its fourth generation of family leadership, it remains dedicated to delivering world-class service to every customer, every time. ¦

The post Crews Bank offering free estate-planning seminars first appeared on Charlotte County Florida Weekly .