S2 E7 | Securing Your Legacy: Estate Planning Essentials with The Bank of Tampa's Trust Team

Todd Cordell, Trust Director at The Bank of Tampa, joins us to dive into the essentials of estate planning. Todd shares his expertise on the five key documents needed to secure your legacy and highlights how an effective estate plan provides peace of mind. With stories from his daily work, Todd offers a unique look into a trust officer's world and reveals the compassion his team brings to each client interaction. This conversation is a must-listen for anyone seeking to understand the foundational elements of preserving wealth and ensuring their wishes are honored.   Trust and Investment Services are not FDIC insured, not deposits or other obligations of the Bank, and may lose value.