100 Lewis St
Estate Planning and Bequest Administration 101
March 15, 2022
Presented by: Steve Cross, Wealth Management Advisor, Fifth Third Private Bank
Steve Cross works with his clients to develop solutions in the areas of wealth planning, investment management, estate planning/settlement, trust services and risk management. Steve began his career as a private practice attorney specializing in Estate Planning and Real Estate law.
Steve grew up in Petoskey and, after spending many years away, he returned home and made Petoskey his permanent home with his wife, Amy, and their four children. He is a passionate volunteer and serves on a number of nonprofit boards throughout northern Michigan.