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Hybrid: Are You Prepared to Avoid Probate?
Are You Prepared to Avoid Probate?
Have you carefully reviewed all your asset titles and beneficiary designations with a trust officer or attorney? Christine Hause, Vice President, and Greg Thomas, Portfolio Manager at Charlotte State Bank & Trust will discuss how best to assign titles and beneficiaries to match the goals of your estate plan, documents, and, if possible, avoid the probate process. This can save your estate time and money.
Friday, December 11, 2020
Punta Gorda Isles Civic Association & Zoom
2001 Shreve St
Punta Gorda, FL 33950
PGICA - Education Class
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Classroom: Are You Prepared to Avoid Probate?
Zoom: Are You Prepared to Avoid Probate?