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. This seminar will also highlight and review the role of the agent, including ways to protect yourself and your assets, from a Trust Officer’s perspective. A free seminar presented by Trust Development Officer Kerry Hunter of Englewood Bank & Trust and attorney Lori Wellbaum Emery. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com.