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:

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.

Upcoming LIVE SEMINARS

The Four Pillars to Successful Estate Planning at “The Fifth Third Center”

Tuesday, August 25, 2026 at 11:00 am – 12:00 pm

999 Vanderbilt Beach Rd #403, Naples, FL 34108

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Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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The Four Pillars to Successful Estate Planning at “AAA Fort Myers”

Tuesday, September 1st, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

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Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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The Four Pillars to Successful Estate Planning at “The Fifth Third Center”

Thursday, September 3, 2026, at 11:00 am – 12:00 pm

999 Vanderbilt Beach Rd #403, Naples, FL 34108

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Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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The Four Pillars to Successful Estate Planning at “AAA Naples”

Tuesday, September 8th, 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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The Four Pillars to Successful Estate Planning at “AAA Fort Myers”

Tuesday, September 15th, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

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Select the Workshop you'd Like to Attend(Required)

Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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The Four Pillars to Successful Estate Planning at “Robb & stucky”

Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

Robb & Stucky, 13170 S Cleveland Ave, Fort Myers, FL 33907

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Select the Workshop you'd Like to Attend(Required)

Select Event LocationThe Four Pillars to Successful Estate Planning – Fifth Third Center – Tuesday, August 25, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 1, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Fifth Third Center – Thursday, September 3, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Naples – Tuesday, September 8, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – AAA Fort Myers – Tuesday, September 15th, 2026 at 11:00 am – 12:00 pmThe Four Pillars to Successful Estate Planning – Robb & Stucky – Tuesday, September 17th, 2026 at 11:00 am – 12:00 pm

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Live Webinars

The Four Pillars to Successful Estate Planning

Thursday, September 3rd 2026, at 4:00 PM

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How to Protect Your Assets in 3 Easy Steps in FL

Wednesday, December 10th, 2025 at 4:00 pm

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Pam Buff Baker, Esq.

Owner and Founder

Helen MENA

Senior Associate Attorney

Amy Neaher, Esq.

Senior Associate Attorney

Thomas “Tom” LaTorre, Esq.

Attorney

Brittany Cocchieri, Esq.

Attorney

Tim Stevenson, Esq.

Attorney