Free Estate Planning Offered

April 1, 2024 at 1:14 a.m.


Kerry Hunter, Wealth Strategist, Crews Bank & Trust, has scheduled several free estate-planning seminars in April


Kerry Hunter

 


Tuesday, April 16, 10am: 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. Location: Englewood Chamber of Commerce, 601 S. Indiana Avenue. Wednesday, April 17, 10am: Estate Planning Mistakes. “Oops” is not a word someone wants associated with their estate plans. This seminar, presented with Attorney Leslie Lohn, will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans. Location: Crews Bank – Gulf Cove, 12651 S. McCall Road, Port Charlotte. Thursday, April 18, 10am. Benefits of Florida Residency. Considering being domiciled in Florida or have you 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? Location: Englewood Chamber of Commerce, 601 S. Indiana Avenue. Registration is available at any Crews Bank & Trust branch office, online at crews.bank, via email at [email protected] or by calling Trust Operations Associate Linda Ferrara at 941•624•1943. Kerry Hunter is pictured here.