Benefit from Florida Residency

4300 Aidan Lane,North Port FL 34287

07 November, 2022

Description

Benefits from Florida Residency | 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. Learn the value of becoming a Floridian and get a list of what is necessary. Learn about the tax benefits, all the values that homestead provides and how your out of state will, trust or power of attorney may interact with Florida rules. 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.