Handle Out of State Wills, Trusts & Power of Attorney

1100 Tamiami Trail,Port Charlotte FL 33953

06 December, 2022

Description

Handle Out of State Wills, Trusts & Power of Attorney | Are You Prepared?Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to address important issues to help you secure your family’s financial future. Whether you are a Floridian or domiciled in another state, it is important to know if your will, trust, and power of attorney will work as intended on all of your assets, not just some. 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.