Minimize Estate Planning Stress on Family|Out-of-State Wills, Trusts & POAs

4300 Aidan Lane,North Port FL 34287

15 July, 2022

Description

How to Minimize Estate Planning Stress on Family | Out-of-State Wills, Trusts & POAsJoin Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a complimentary estate-planning and investment seminar to learn "how to" to ensure and protect your financial legacy. Losing a loved one is emotional and adding a long list of business activities to family is very difficult on them, especially when they are out of state. Discover all the challenges that family must face to settle an estate and how best to minimize them. Evaluate Florida guidelines and review problems out-of-state documents can cause when you are domiciled or own property in Florida. Review of homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans. 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.