- When
- America/New_York (EDT)
- Where
- The Greater Sarasota Chamber of Commerce1945 Fruitville Road, Sarasota, FL 34236
Tickets are sold on Eventbrite. We link straight to the listing — nothing is bought here. Listing details come from the source and can change. Eventovia indexes events; it does not organize them or sell tickets. Terms & Disclaimer
Estate Planning Essentials takes place on Tue, Oct 27, 2026 at 11:00 AM (EDT) at The Greater Sarasota Chamber of Commerce in Sarasota, FL. Entry is free; the listing is on Eventbrite.
About this event
A session covers wills, trusts, and keeping a legacy in check.
Full description from organizerShow less
Get the lowdown on wills, trusts, and all the must-knows to keep your legacy in check. 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.
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Details
- When
- Tue, Oct 27, 2026 · 11:00 AM (EDT)
- Where
- The Greater Sarasota Chamber of Commerce
- Address
- 1945 Fruitville Road, Sarasota, FL 34236
- Price
- Free
- Genre
- Workshops & Training
Questions
- When is Estate Planning Essentials?
- Tue, Oct 27, 2026 at 11:00 AM EDT.
- How much are tickets for Estate Planning Essentials?
- Entry is free.
- Where is Estate Planning Essentials?
- The Greater Sarasota Chamber of Commerce, 1945 Fruitville Road, Sarasota, FL 34236, Sarasota, FL.
- Where can I buy tickets for Estate Planning Essentials?
- Tickets are sold on Eventbrite. This page links straight to that listing; no tickets are sold here.