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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.

10 Estate Planning Errors That Cost Time, Money, and Your Sanity

Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its..

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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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Five Important Duties of a Trust Officer

A Trust Officer plays a critical role in managing trusts and ensuring that the wishes of the trust creator (the grantor) are carried out according to..

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Multigenerational family celebrating a little girl's birthday

All About Trusts – How to Choose the Right Trust for Your Needs

When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding..

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Estate planning

Estate Planning in Florida Basics: What to Expect

Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re..

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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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successful -pretty-middle-aged woman in holding a laptop and cell phone, standing outside her business

Did You Know that Even Businesses Need an Estate Plan?

Owning a business is a significant achievement but with it comes the responsibility of planning for its future. Whether you intend to keep the..

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Older hispanic grandmother with 2 small grandsons snuggling on a couch.

Plan Ahead: Prepare for Your Future with Estate Planning

Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and..

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