Estate Planning Essentials

What you’ll learn

✔ Wills vs. trusts — what each one does, and which fits your family.

✔ Avoiding probate — how to spare loved ones the cost, delays, and

public record.

✔ Powers of attorney & health care directives — who speaks for you if

you can’t.

✔ Beneficiary designations — the overlooked forms that can override

your will.

✔ Life insurance as a legacy tool — passing on wealth tax-efficiently

and covering final expenses.

✔ Planning for long-term care — protecting your savings and your

spouse.

✔ Common mistakes — and when to review your plan after life

changes.

Event venue & nearby stays

The Greater Sarasota Chamber of Commerce, 1945 Fruitville Road, Sarasota, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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