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Punta Gorda Isles Civic Association, Inc.
2001 Shreve Street, Punta Gorda, FL 33950
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Hybrid: Are You Prepared to Avoid Probate?

Are You Prepared to Avoid Probate?
Hybrid Class!

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

941 637-1655
Christine Hause
941-624-1917 (p)
Greg Thomas
941-624-1975 (p)
PGICA - Education Class
Registration is required
Activities/Items    (Click the down-arrow to the left of the activity/item to view the details)
Classroom: Are You Prepared to Avoid Probate?
Zoom: Are You Prepared to Avoid Probate?