Join Christine Hause, Vice President and Senior Wealth Strategist, and me, Chart of the Day author Samuel A. Kiburz, Senior Vice President, Chief Investment Officer, for complimentary estate-planning seminars at our Punta Gorda branch, 2331 Tamiami Trail, next week.
We will explore the fundamentals of a proper estate plan and share important tips for passing wealth to the next generation and/or charities as well as answer any questions you may have.
Last Will and Testament, Durable Power of Attorney, and Health Care Directives
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations.
Determine Which Document Is Best for You
Discover the key differences between wills and trusts and learn the advantages and disadvantages of each option. Gain tips to avoid probate and the knowledge you need to choose the right path for you and your loved ones.
Top 10 Tips from a Trust Officer’s Perspective
Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs.
Please join us for one, two or all three seminars but registration is required to reserve your seats. Click the seminar title above to register online, stop into your favorite branch or call Trust Operations Associate Linda Ferrara at 941-624-1943. All seminars are from 10-11:30 a.m.
