2012-03-08 / Top News

Charlotte State Bank offers estate planning workshops

A series of free advanced estate planning workshops is being held at four Charlotte State Bank & Trust offices on Wednesdays, March 14 to April 4. Charlotte State Bank & Trust Vice President Christine Hause will conduct the workshops from 10 a.m. to 11:30 a.m. on the following dates:

March 14: Port Charlotte Office,
1100 Tamiami Trail, Port Charlotte
March 21: Peachland Office, 24163
Peachland Blvd., Port Charlotte
March 28: Midtown Office, 3002
Tamiami Trail, Port Charlotte




April 4: Punta Gorda Office, 2331
Tamiami Trail, Punta Gorda

“This is a continuation of the ‘Estate Planning 101’ seminars held last month,” Ms. Hause said. “While we covered the basics in those sessions, this new series will take the next steps, focusing on revocable and irrevocable trusts, charitable planned giving, and other advanced topics.”

These sessions are free and open to the public, but seating is limited and reservations are required. Complimentary refreshments will be served. Call 624-1917. ¦

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