ESPANOL

Estate Planning Workshops

Discover How to Protect Your Assets at our Workshops

Estate planning is not just about managing your assets; it’s about safeguarding your legacy, ensuring your wishes are honored, and providing security for the ones you love. Understand the intricacies of estate planning, from its numerous advantages to the common pitfalls to avoid, by joining us at our enriching lunch and learn workshops.

At Safe Harbor Law Firm, we believe in the power of education. Our workshops are not only about imparting legal knowledge but also about empowering our clients to make informed decisions regarding their assets, family, and future. Here’s what you can expect when you attend one of our workshops:

Upcoming Estate Planning Workshops

Estate Planning Workshop

Estate Planning Workshop at American House Bonita Springs

Estate Planning Workshop

Estate Planning Workshop at Sandalwood Village

Estate Planning Workshop

Estate Planning Workshop at Amira Choice Naples

Estate Planning Workshop at Canterfield of Fort Myers

Estate Planning Workshop at Amavida Living

Estate Planning Workshop at The Terraces at Bonita Springs

Register for a workshop today

Key Takeaways from Our Workshops

  • The 3 vital steps in estate planning: Understanding regulations, recognizing potential threats, and knowing your available options.
  • Proactive measures to secure your hard-earned assets from potential threats such as the expensive long-term care costs.
  • Strategies to sidestep the complexities, delays, and costs of probate.
  • The 7 pivotal reasons why estate planning is essential for you.
  • Essential planning documents and the significance behind each one.
  • A comprehensive overview of Medicaid, its eligibility criteria, and other potential sources of financial aid for long-term care.
  • Delving into the advantages of long-term care insurance.
  • Benefits and strategic purposes of trusts in estate planning.
  • Insights into minimizing or evading estate and other associated taxes.

Meet the Speakers

Pam Buff Baker, Esq.

Owner and Founder

Helen Mena, Esq.

Attorney

Thomas “Tom” LaTorre, Esq.

Attorney

Brittany Cocchieri, Esq.

Attorney

Reviews

What Our Clients Say

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Interested in Hosting a Workshop?

Are you part of an organization or group that could benefit from a tailored workshop? We also offer custom workshops to suit specific needs. Contact us today to discuss how we can support your group’s learning journey.

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