Home  |  Locations  |  Careers  |  Contact Us  

 




Problems Logging In?

Click Here to Login to eStatements


 
Home Estate Planning

Estate Planning:


Avoid unnecessary delay, public scrutiny and the high cost of probate by properly planning for the transfer of your assets. This process will provide for efficient accumulation, conservation and distribution of an estate and will supply you with:
  • Enhancement of wealth and financial security during your lifetime
  • Orderly and private disposition of assets at death
  • A greater degree of control over your assets after your death
  • Transfer of assets to future generations in a manner that minimizes taxes and avoids probate and other unnecessary expenses
We can analyze your current estate plan with your estate planning attorney and help you amend it or develop a new plan if necessary to meet your goals.



  USA Patriot Act Privacy Practices Security Information Terms of Use Feedback
Personal Checking | Savings | CD Rates | Business Checking | Mortgages | Mortgage Rates | Loans | Investment Management | About Ocala  © Copyright 2014 Community Bank & Trust of Florida.  All Rights Reserved. 
To report a lost/stolen check card please call 1-800-528-2273 
 FDIC Insurance Coverage. Learn more  
Member FDIC     Equal Housing Lender