Englewood Bank and Trust

Englewood Bank & Trust

Join us at our Free Estate Planning and Asset Management Seminars

Presenter:

Kerry Hunter Head shot

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

Englewood Bank & Trust is offering a series of free estate-planning seminars to help you prepare for the future. 

 

Estate-Planning Basics

This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney, and health care directives, focusing on the specifics and benefits of each and the pitfalls to avoid. The seminar will also include planning tools for non-married couples and couples who have remarried, plus ways to protect yourself, your loved ones, and your assets.

Thursday, Oct. 17, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood  Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

Thursday, Nov. 7, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood  Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

Thursday, Dec. 5, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood  Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

 

Celebrity Estate Planning Mistakes

This seminar will explore estate planning mistakes made by a variety of celebrities you can learn from and apply to your personal plans.  Prince, Robin Williams, James Gandolfini, and Ted Williams are a few of the estates explored.

Wednesday, Oct. 16, 10 AM, Towers of Venice Assisted Living Facility, 2921 Jacaranda Blvd, Venice

 

Estate Planning for Women

The goal of this seminar is to educate and empower women so they are prepared to make sound estate and investment planning decisions. We'll discuss the benefits of good planning and what common pitfalls to avoid.

Wednesday, Nov. 6, 10 AM, Venice Yacht Club, 1330 Tarpon Center Drive, Venice  Presented with Attorney Dortothy Korszen of the Farr Law Firm 

Wednesday, Nov. 20, 10 AM,Towers of Venice Assisted Living Facility, 2921 Jacaranda Blvd, Venice

 

Becoming a Floridian

Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work in Florida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.

Thursday, Oct. 31, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood Presented with Dean Hanewinckel of The Law Office of Dean Hanewinckel, P.A. 

Thursday, Nov. 21, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood Presented with Dean Hanewinckel of The Law Office of Dean Hanewinckel, P.A. 

Thursday, Jan. 16, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood Presented with Dean Hanewinckel of The Law Office of Dean Hanewinckel, P.A. 

 

Family Administering Your Estate Plan: What You Need to Know

Many have named family to serve in their will, power of attorney and trust while sitting in the attorney’s office. The reality of a relative accessing your bank accounts, IRA assets, investment accounts, insurance policies, and safe deposit boxes may not be as comforting. Learn the pros and cons of family or friends serving in these important fiduciary roles, including costs and liabilities.

Wednesday, Dec. 18, 10 AM, Towers of Venice Assisted Living Facility, 2921 Jacaranda Blvd, Venice

 

The seminars are free and open to the public, but reservations are required. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com.

 

Our experienced professionals present important information designed to help attendees achieve the financial goals established for themselves and their heirs. They are also available for one-on-one, confidential appointments in which they 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 an individual appointment, or ask us about scheduling presentations for your organization’s meetings.

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