Estate Planning Classes at the Punta Gorda Isles Civic Association
Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, who will share her expertise from a Trust Officer’s perspective on important estate planning issues to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.
These classes, held at 2001 Shreve Street, Punta Gorda, are free and open to the public. To register, please click the link below, or call a Trust Services Associate at 941-624-1988.
Advanced Estate Planning Thursday, Jan. 29, 10 - 11:30 a.m.
Explores techniques and tools to protect spouses, children, and other loved ones in remarriage situations. Pet planning will also be discussed.
Tips for Smooth Estate & Trust Administration Tuesday, Feb. 24, 10 - 11:30 a.m.
Gain insight into decisions about the proper selection of personal representative, agent, and successor trustee. Learn how best to minimize stress and conflict amongst your loved ones and get your estate plan goals accomplished.
Proper Funding of Wills and Trusts Tuesday, March 24, 10 - 11:30 a.m.
Discover the most successful ways to avoid probate, not disinherit someone by accident, and keep estate assets in your bloodline. A few simple lessons can offer you a solid plan.
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