Englewood Bank & Trust’s experienced trust officers share their expertise through free seminars. They discuss a range of topics related to how estate planning can help you prepare for the future.
Learn how you can achieve your financial goals for yourself and your heirs. Attend an upcoming event for free.
Seminars are free and open to the public, but reservations are required due to limited seating.
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.
Presented with Dean Hanewinckel of The Law Office of Dean Hanewinckel, P.A.
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.
Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A
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.
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.
Call today to make an individual appointment or ask us about scheduling presentations for your organization’s meetings.