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Trust and Wealth Management Services provides a fundamental role in the preservation and enhancement of assets.

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Schedule a free, 30-minute one-on-one appointment to review your estate planning documents or Investment Portfolio. 

Crews Bank & Trust's professionals will help you address important issues such as:

  • Are your assets properly titled and inventoried?
  • How can you avoid probate?
  • Have your beneficiaries been properly designated on all your assets?
  • Are your will, trust, durable power of attorney, and health care documents up-to-date?
  • Is your will or trust fully funded?
  • Are your investments properly diversified to give you the retirement you desire?
  • Will your estate plans from your home state function properly in Florida?

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On Our Minds

Blue map of the united states showing return on investment of homes
Chart of the Day

Chart of the Day: Real Estate Over Five Year Spans

July 25, 2024

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

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young black couple sitting on a couch with an open laptop and reviewing some documents as their financial advisor looks on
Chart of the Day

Building a Diversified Investment Portfolio: Balancing Risk and Reward

July 24, 2024

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments...

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Line graph showing Renter Burden vs. Homeowner Burden changes from 2015 through 2024
Chart of the Day

Chart of the Day: Imbalance of Rent vs. Buy

July 23, 2024

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and...

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