Regulation CC Funds Availability Change, Effective 7/1/20 
Amounts made available for withdrawal on the 1st business day after checks deposited is increasing from $200 to $225 and $5,000 to $5,525 on large deposits.
For more information, please contact us.

All of our locations will be closed on Saturday, July 4, in celebration of Independence Day.

Click here for our latest COVID-19 updates.

 
Free Seminars

Get expert advice for Estate Planning and Asset Management.

Charlotte State Bank & Trust’s experienced trust officers share their expertise through free seminars. They discuss a range of topics on how advance planning can help you prepare for the future, including:

  • Planning with a Will or Trust
  • Planning for Market Fluctuations: Top 10 Things Every Investor Should Know
  • Planning Who Should Control Your Finances
  • Celebrity Estate Planning Mistakes
  •  And many other educational topics

Attend an upcoming event for free.

Christine Hause invites you to a series of free webinars

 

Answering Your Questions About Estate and Investment Planning from a Trust Officer's perspective

Please register in advance for log in information by clicking the links below, or contact Christine at 941-624-1917 or chause@csbtfl.com
Friday, July 10, 10-11 a.m.

Are You Prepared for Family Controlling Your Finances?

Many have named family to serve in their will, power of attorney and trust while sitting in the attorney’s office. The reality of a relative accessing your bank accounts, IRA assets, investment accounts, insurance policies, and safe deposit boxes may not be as comforting. Learn the pros and cons of family or friends serving in these important fiduciary roles, including costs and liabilities.

Register Here
Friday, July 24, 10-11 a.m.

Are You Prepared to Avoid Probate?

Have you carefully reviewed all of your asset titles and beneficiary designations with a trust officer or attorney? We 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.

Register Here
Friday, August 28, 10-11 a.m.

Are You Prepared for Interest Rate or Market Fluctuations?

Learn how your investments will react if interest rates drop or increase. Find out the best options for your portfolio to endure stock market movements so you can still accomplish your financial goals. Find ways through active selection to invest in higher quality and lower duration assets to stabilize your portfolio.

Register Here

PUNTA GORDA ISLES CIVIC ASSOCIATION SEMINARS

No in-person seminars are currently scheduled. Please check back later or sign up to attend a webinar.

Schedule a no-obligation appointment to review your estate planning documents.

We are able to meet with you online or in a large conference room to allow us to follow social distancing guidelines. Please complete to form below to request an appointment.