Free Estate-Planning Seminars in July

Port Charlotte, Fla., June 12, 2025 – Christine Hause, Vice President and Senior Wealth Strategist, and Kerry Hunter, Wealth Strategist, have scheduled free estate-planning seminars in July. Hause and Hunter, members of the Bank’s Trust and Wealth Management Services Division, will present vital information on the topics from a trust officer’s point of view.

Hause and Hunter each have more than 20 years of experience in personal trust services and estate planning. As Wealth Strategists, they assist clients with Living Trusts, IRA Rollovers, Investment Management Services and Charitable Giving Strategies.

Registration is open to the public at any Crews Bank & Trust branch office, online at www.crews.bank, via email at trust@crews.bank or by calling Trust Operations Associate Linda Ferrara at 941-624-1943. All seminars run from 10-11:30 a.m. 

The topics for the seminars, dates and locations are: 

Basic Estate Planning
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.

Tuesday, July 15
-  North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
 -  Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte Presented by Kerry Hunter

Tuesday, July 22
-  Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
-  Online via WebEx Presented by Christine Hause
-  Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter

Tuesday, July 29
-  Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
-  Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter

Wills vs. Trusts
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.

Wednesday, July 16
-  North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
-  Wauchula branch, 106 E. Main St., Wauchula Presented by Kerry Hunter

Wednesday, July 23
-  Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
-  Online via WebEx Presented by Christine Hause
-  Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter

Wednesday, July 30
-  Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
-  Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter

Building a Better Estate Plan
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.

Thursday, July 17
-  North Port branch, 4300 Aidan Lane, North Port Presented by Christine Hause
-  Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte Presented by Kerry Hunter
Thursday, July 24
-  Murdock branch, 1100 Tamiami Trail, Port Charlotte Presented by Christine Hause
-  Online via WebEx Presented by Christine Hause
-  Venice branch, 207 S. Tamiami Trail, Venice Presented by Kerry Hunter
Thursday, July 31
-  Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda Presented by Christine Hause
-  Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood Presented by Kerry Hunter

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

To download news release file and images, please click the button below.