Complimentary Document Review
We understand trust is earned.
Trust and Wealth Management Services provides a fundamental role in the preservation and enhancement of assets.
Schedule a free, 30-minute one-on-one appointment to review your estate planning documents or Investment Portfolio.
Crews Bank & Trust's professionals will help you address important issues such as:
- Are your assets properly titled and inventoried?
- How can you avoid probate?
- Have your beneficiaries been properly designated on all your assets?
- Are your will, trust, durable power of attorney, and health care documents up-to-date?
- Is your will or trust fully funded?
- Are your investments properly diversified to give you the retirement you desire?
- Will your estate plans from your home state function properly in Florida?
Schedule Your Appointment Today
Discuss your will, trust, investment portfolio, or other estate planning documents with our team.
Blog
On Our Minds
Chart of the Day: Less and Less Shares Since 1999
April 26, 2024
Today’s Chart of the Day is from the Financial Times with a note from Callum Thomas. The chart shows that there is a shrinking level of publicly held...
Chart of the Day: One Third
April 23, 2024
Today’s Chart of the Day from Aperio shows the percentage of individual stocks in the Russell 3000, which represents the 3,000 largest stocks in the...