Trust Seminars - Crews Bank & Trust - Wills & Trusts Education

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Learn how you can achieve your financial goals for yourself and your loved ones at a free seminar. Visit our seminars page to view dates, topics and locations.

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Estate Planning Basics

Investment Planning Essentials

Financial Planning Fundamentals

Schedule a free appointment to review your estate planning documents.

Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:

Are your will, trust, durable power of attorney, and health care documents up to date?
Does your living will and designation of healthcare surrogate accurately reflect your wishes?
Is your will or trust fully funded to avoid probate?
Will your estate plans from your home state function properly in Florida?
Are your assets properly titled and appropriate beneficiaries designated?

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.

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...

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...