Free Educational Seminar: Estate-Planning Basics
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 by Trust Development Officer Kerry Hunter of Englewood Bank & Trust along with Attorney Lori Wellbaum Emery of Wellbaum & Emery, P.A.
The seminar is free and open to the public, but due to limited seating, reservations are required. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com. Additional information is available at www.englewoodbankandtrust.com.