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.
Chart of the Day: Life is Longer
December 11, 2025
Today’s Chart of the Day is from Our World in Data showing that the global average life expectancy went from 32 years in 1900 to 73 years as of 2023.
Stay Safe This Season: 15 Holiday Scams to Avoid
December 10, 2025
The holiday season is a time for celebration, generosity, and connecting with loved ones. Unfortunately, it’s also a time when scammers ramp up their...
Chart of the Day: How Much to Save
December 9, 2025
Today’s Chart of the Day from @PeterMallouk is a good one to share with the friends and family who are still working and saving.