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Estate Planning

 

The Crews Bank & Trust team is here to guide you through the necessary steps for securing your present and your future. Read the latest from our Estate Planning blog.

Advisor sitting at a table conducting an estate plan document review.

Why You Need an Estate Planning Document Review

Creating an estate plan can bring a sense of relief, knowing that assets and wishes are carefully documented. After completing the process, the..

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Retired Caucasian couple playing golf

The Benefits of Establishing Florida Residency and Its Impact on Your Estate

If you're considering making Florida your permanent home, you’re not alone. According to Consumer Affairs, “… in 2023, the state’s population grew by..

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group photo of a happy hispanic family - grandparents, parents and young granddaughter with sunlight shining down from behind them

Writing a Comprehensive Will: A Step-by-Step Guide

Creating a will is something one often procrastinates about, assuming there’s plenty of time to do so. It can be overwhelming to think about, and you..

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Preventing Your Treasures from Turning into a Loved One's Headache

We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth..

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Frustrated retirement aged woman staring at her computer, trying to handle her estate and trusts alone.

What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..

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