Bridging Potential Gaps: Estate Planning & Trust Administration

Have you ever wondered "Who will take care of our estate when we pass on and how?" Certainly not a popular topic to ponder and one most of us postpone addressing. Come and hear how you can help your family avoid some critical decisions during a difficult time by planning ahead.

Join us for an educational seminar on 2 very important topics: Estate Planning and Trust Administration. You'll get answers to critical questions that will help you make informed decisions pertaining to you and your loved ones.

Discussing

  • Estates, Wills & Trusts: What You Should Know - Attorney Callie W. Cowan Esq. with the Ledbetter Law Group in Venice FL will present on a variety of estate planning topics and will answer some commonly asked questions such as, "What is the difference between a trust and a will?" "Are my out-of-state estate planning documents valid in Florida?" and "How can a marriage later in life affect my estate
    plan?" Join us for this engaging, interactive presentation.
  • Trust Administrator: What have you signed up for? - David Rouse, from Wealth Management at Trustco Bank, will cover the trust administrator's core responsibilities as well as explore the role of a corporate trustee.

Non-deposit investment products.

September 24, 2024

Estate Planning with Attorney Callie Cowan
5:30pm
Englewood Branch
2930 S McCall Rd, Englewood, FL 34224
Phone: 941-927-9389

Complete the form below to RSVP for this event: