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:
Our Process
Our Workshop Approach
Taking the initial step towards Medicaid Planning is commendable. The earlier you start, the better equipped you’ll be. Here’s how:
1.
Interactive Sessions
Our workshops aren’t just lectures. We engage with our attendees, encourage questions, and use real-life examples to make complex legal concepts easy to grasp.
2.
Tailored for
Different Needs
Whether you’re just beginning to think about estate planning, or you’re considering complex asset protection measures, we have workshops tailored for all stages of the journey.
3.
Expert
Speaker
Our attorney not only has a wealth of experience but also a passion for teaching. Her dedication ensures that you leave our sessions more informed and confident.
4.
Comprehensive
Materials
Attendees receive handouts, checklists, and resources, ensuring that the learning doesn’t stop when the workshop ends.
Upcoming Estate Planning Workshops
Estate Planning Workshop
- Thursday, April 25, 2024 at 11:00am
- Safe Harbor Law Firm, 5237 Summerlin Commons Blvd., Fort Myers, FL 33907
Estate Planning Workshop at Tuscany Villa of Naples
- Thursday, April 25th, 2024 at 2:30pm
- Tuscany Villa of Naples, 8901 Tamiami Trail, E. Naples, FL 34113
Estate Planning Workshop
- Wednesday, May 1, 2024 at 10:00am
- Safe Harbor Law Firm, 5237 Summerlin Commons Blvd., Fort Myers, FL 33907
Estate Planning Workshop
- Thursday, May 9, 2024 at 3:30pm
- Safe Harbor Law Firm, 4500 Executive Dr., Suite 100, Naples, FL 34119
Estate Planning Workshop at Calusa Harbour
- Wednesday, May 15th, 2024 at 10:00am
- Calusa Harbour, 2525 First St., Fort Myers, FL 33901
Estate Planning Workshop
- Tuesday, May 21, 2024, at 11:30am
- Safe Harbor Law Firm, 27821 S. Tamiami Trail, Suite 2, Bonita Springs, FL 34134
Estate Planning Workshop
- Tuesday, May 21, 2024 at 3:00pm
- Safe Harbor Law Firm, 4500 Executive Dr., Suite 100, Naples, FL 34119
Estate Planning Workshop
- Wednesday, May 22, 2024, at 10:00am
- Safe Harbor Law Firm, 5237 Summerlin Commons Blvd., Fort Myers, FL 33907
Estate Planning Workshop at Sandalwood Village
- Wednesday, June 19, 2024 at 11:00am
- Sandalwood Village Collier, 3511 Vanderbilt Beach Rd., Naples, FL 34109
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.
Attend our workshop for estate planning insights!
Protecting your loved ones and assets begins with a single step. Secure your place in our upcoming workshops and embark on your journey to a comprehensive estate plan. To reserve your seat, fill out the registration form or contact our office directly.
"*" indicates required fields
Note: These workshops are for educational purposes and are designed to provide a broad overview of estate planning. For personalized advice tailored to your specific situation, consider scheduling a one-on-one consultation with our experienced attorneys.
Reviews
What Our Clients Say
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.
