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Charlotte State Bank

1100 Tamiami Trl | Port Charlotte, 33953

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Trust services provide a fundamental role in the preservation and enhancement of assets. By establishing a trust relationship, you may ensure that your assets are managed tomorrow, the way you manage them today, for your personal benefit or the benefit of your heirs. Charlotte State Bank's Trust professionals will help you address important issues such as: Who will inherit your assets? How can you minimize estate taxes? Who will care for you in the event you become incapacitated? Initially, we will take the time to thoroughly understand the important details of your financial position. We will discuss your plans for the future and help you identify investment, tax and estate planning opportunities. With this critical information in mind, we will draw upon our experts to create a plan to address your financial objectives, now and in the future.

Charlotte State Bank Port Charlotte address and phone

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Last update: 2020-12-31 04:00:45