Create a Last Will & Testament or Trust

4300 Aidan Lane,North Port FL 34287

01 November, 2022

Description

Create a Last Will and Testament or Trust | 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. Discover the basics of each document, how these documents work together, and what elements go into creating the best estate plan for you and your heirs. Bring your written plans or wishes and wants to discuss during or after the seminar, or schedule a one-on-one appointment. 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.