Englewood Bank and Trust

Englewood Bank & Trust

Join us for a Complimentary Review

 

 

Presenters:  

Kerry Hunter Head shot

Kerry Hunter
Trust Business Development Officer
(941) 473-3629
khunter@ebtfl.com

Michael Aloian
President
(941) 682-3371
msaloian@ebtfl.com


Our experienced professionals will take the time to thoroughly understand the important details of your financial position, discuss your plans for the future and help you identify investment, tax and estate planning opportunities. Call today to make a one-on-one appointment, or ask us about scheduling presentations for your organization’s meetings with any of the following topics:

Are You Prepared with Asset Protection?  Explore whether to title your assets in the name of your trust or in another way to protect them.

  • Date: TBD

Are You Prepared with a Will or Trust? – Hunter addresses the pros and cons of having a will or trust, which approach is more suitable for your needs and how documents would be implemented, administered and settled. 

  • Date: TBD

Are You Prepared for Interest Rate Changes? Learn how your investments will react if interest rates either increase or decrease. Find out options for your portfolio to be able to accomplish your financial goals in an ever-changing interest rate environment.

  • Date: TBD

Are You Prepared to be a Floridian? Those considering establishing domicile in Florida will learn how to benefit fully from no state income tax, homestead exemption and favorable estate planning laws.

  • Date: TBD

Are You Prepared to Avoid Probate? Review the importance of how assets are titled and beneficiaries designated to match the estate plan’s goals and documents.

  • Date: TBD

Investments are not a deposit, not FDIC insured, not insured by any federal government agency, not bank guaranteed and may lose value.