Lory Weisensee

Executive Vice President, Director of Trust and Wealth Management
Lory manages the Trust and Investment Management Services division to help coordinate the diverse services provided. She has been involved in banking and finance since 1990. Her management and operations experience gives her the resources necessary to lead a team of professionals offering banking and trust products and services with a high degree of personal attention.

She is a graduate of the Florida Bankers Association’s Graduate School of Banking, Florida Bankers Association’s Trust School, and Leadership Charlotte Class of 2003. In addition, Lory has earned both the Florida Certification and National Certified Guardian designations. She serves on the Executive Committee of the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and has served as a member of the Board of Directors of United Way of Charlotte County.

Recent Posts

What’s the Difference Between a Will and a Trust?

Estate planning is an important subject that almost everyone—but especially older people—needs to address. Many believe that estate planning is for those with substantial means. However, estate planning determines how an individual’s assets are preserved, distributed, and managed, so even people with assets limited to a residence, bank accounts, and a retirement plan need to form a plan. 

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The Answers to 4 Frequently Asked Questions About Roth IRAs

If you have typed your questions about Roth IRA retirement plans into Google, you have most likely come across articles from the IRS that detail the retirement plans in ways that aren't exactly reader friendly. 

Sometimes, the easiest way to understand Roth IRA retirement plans is to have a question and answer session with a knowledgeable source. Consider this blog post one of those “conversations.” 

Here are four frequently asked Roth IRA questions and answers.

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Which Estate Planning Documents Do I Need?

Estate planning is the process of deciding who will receive an individual’s assets, who will manage their financial affairs if incapacitated, and settle the estate after death. Estate planning is necessary for anyone who owns property that they wish to pass down to a relative, close friend, or charitable interests, and to name a guardian for minor children or provide care for pets. 

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Why Should You Begin Your Estate Planning Now?

Google “things to do before you die” and you’ll get over four billion hits. Most will involve experiences like “go on an African safari,” “visit the Grand Canyon,” “see a live Broadway show,” “swim with dolphins,” “ride in a hot air balloon,” etc.

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Best Practices for Financial Planning in Florida: Include Hurricane Season

If you’ve lived in Florida for any length of time, you know what happens every summer: Hurricane season. Longtime residents know the drill – protect yourself and your loved ones in terms of shelter, safety and supplies.

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A Beginner's Guide to Understanding a Living Trust

One of the most common misconceptions about trusts is that they’re only for individuals of high net worth with substantial estates. While it is true that anyone with significant wealth should consider a trust, those of more modest means can benefit from asset protection and other features offered with a trust.

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Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was something many were following.

After setting up my home office and starting some projects, I reached for my yellow highlighter, then laughed because I didn’t have one at home, then resorted to using Post-it Notes.

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Estate planning and your pet: Should you consider a Pet Trust?

We share our homes, our beds and our hearts with our pets. Is it any wonder we treat them as if they were our children? For some people, pets are the only family member providing love, affection, entertainment, a listening ear and a reason to get up in the morning. They ask for no more than a place to live, to be well fed, cared for and loved – and if you spoil your pets as badly as I do, a lot of tummy rubs. What they give us in return is “priceless.”

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