Zacharia Brown & Bratkovich

Planning Ahead as a Snowbird: Legal & Financial Essentials
2025-10-15 11:30 - 12:30 (America/New_York) | Webinar
If you split your time between states, like spending winters in Florida, there are unique legal, tax, and healthcare considerations to prepare for.
Join attorney Carl Zacharia for an informational webinar where you will learn about the essential documents, Florida protections and long term care planning strategies that you need to ensure peace of mind as a Florida snowbird- no matter where the season takes you.
TO REGISTER, CLICK HERE

Planning with Purpose: Securing the Future for Your Child with Special Needs
2025-10-01 18:00 - 19:00 | Autism Caring Center, 7051 Steubenville Pike, Oakdale, PA, 15071, United States
Join attorney Justin Ellis for an informative session designed specifically for parents and caregivers of individuals with special needs. This workshop will cover essential legal and financial planning strategies, including special needs trusts, guardianship considerations, and government benefit protections. Learn how to build a secure, thoughtful plan that ensures your child is cared for – both now and in the future. Attendees will also have time for Q&A to address individual concerns.
TO REGISTER, CLICK HERE

4th Annual Learn Care Share - A Caregiver Symposium
2025-09-26 09:00 - 12:00 | The Loft Conference Center, 1000 Noble Energy Drive, Suite 100, Canonsburg, PA, 15317, United States
We are thrilled to announce that our FREE 4th Annual Learn Care Share – A Caregiver Symposium is set for Friday, September 26th, 2025 from 9:00am – 12:00pm, once again at The Loft Conference Center in Southpointe!

As always, this event will provide attendees with topical education, important resources, and support for caregivers navigating the complexities of long-term care, estate planning, and aging with dignity.
Stay Tuned for more details throughout the month of August!

TO ATTEND, PLEASE REGISTER HERE

Beyond the Will: The Complete Picture Most Estate Plans Miss
2025-09-24 11:30 - 12:30 | Webinar
Join Attorney Christine Brown Murphy for this informative webinar to learn why estate planning is more than just drafting a will. This session uncovers the crucial elements most plans overlook—from protecting your health decisions and long-term care needs to safeguarding loved ones from unnecessary stress and expenses. Learn how to build a truly complete plan that provides clarity, security, and peace of mind for you and your family.
TO REGISTER, CLICK HERE

Future-Proof Your Life: Smart Planning for Health, Wealth & Legacy
2025-09-17 11:30 - 12:30 | Webinar
Are you ready for what’s next? This webinar brings together three experienced and trusted professionals, an elder law attorney, financial advisor, and Medicare specialist to share essential insights for those nearing retirement age. Join Attorney Colleen Bratkovich, financial advisor Jodi Amos and Medicare Specialist Liz Kennon to learn how to protect your health, wealth, and loved ones as you navigate the next chapter in your life — and ways to avoid the costly mistakes many people make when planning for later life.
TO REGISTER, CLICK HERE

As an Elder Law Attorney: The Race Against Time - How Estate and Elder Law Planning Protected My Parents Before Dementia Took Everything Else
2025-08-27 11:30 - 12:30 | Webinar
Join us for an important and personal webinar to discover the urgent importance of planning before it’s too late. In this powerful session, Attorney Christine Brown Murphy shares a deeply personal journey of navigating dementia within her own family. Learn how timely estate planning and elder law strategies safeguarded assets, ensured proper care, and brought peace of mind during one of life’s most challenging transitions. Walk away with actionable steps to protect your loved ones and avoid common pitfalls when time is not on your side.
TO REGISTER: CLICK HERE

Estate Planning with an Elder Law Focus
2025-08-19 19:00 - 20:00 | Washington Square Condominiums, 750 Washington Road, Pittsburgh, PA, 15228, United States
Join Attorneys Christine Brown Murphy and Melanie Lewis for an informative session about why estate planning is more than just drafting a will. This session uncovers the crucial elements most plans overlook—from protecting your health decisions and long-term care needs to safeguarding loved ones from unnecessary stress and expenses. Learn how to build a truly complete plan that provides clarity, security, and peace of mind for you and your family.
Private Event for the Washington Square Community. By Invitation Only

Your Legacy, Your Plan: Legal & Financial Tools to Build Generational Wealth
2025-07-29 18:00 - 19:30 | Stonecreek Clubhouse, 4250 Azalea Drive,, Naples, FL, 34119, United States
Enjoy appetizers and refreshments while learning how to protect what matters most.
Join us for an engaging event on estate planning and smart financial strategies to protect your legacy, support your loved ones, and build lasting peace of mind—no matter what stage of life you’re in.
Event Details:

Tuesday, July 29th
6pm
Stonecreek Clubhouse
Click Here to Register!

Wills, Trusts, & Asset Protection: Key Estate Planning Tips to Protect Your Legacy
2025-06-30 12:30 - 13:30 | Diamond Oaks Village, 24110 S Tamiami Tr, Bonita Springs, FL, 34134, United States
Join us for a must-attend Lunch & Learn on simplifying estate planning and understanding executor responsibilities.
You’ll learn how to:
* Organize key documents before a crisis
* Avoid common estate planning mistakes
* Support loved ones with clear, actionable plans
Take the guesswork out of estate settlement—start planning with confidence today.
Event Details:

Date: Monday, June 30th
Time:12:30-1:30PM
Location – Diamond Oaks Village: 24110 S Tamiami Trl, Bonita Springs, FL 34134
Registration options: 239-345-4545, ext. 2200 | https://lp.constantcontactpages.com/ev/reg/jzcjwng/lp/3649b58d-e7fc-4c85-85b7-7412d4166e6d

Espresso & Estate Planning: A Legal Guide to VA Benefits & Legacy Protection
2025-06-24 10:00 - 11:30 | The Vista at Hammock Cove, 5175 Tamiami Trl E, Naples, Florida, 34113
Veteran or caregiver?
Don’t miss this free legal workshop designed to help you understand and access the benefits you’ve earned—while protecting your assets and planning for the future.
You’ll learn:
* How to qualify for VA benefits
* Legal tools to protect your home and savings
* Planning tips for long-term care needs
Event Details:

Date: Tuesday, June 24th
Time: 10am
Location: The Vista at Hammock Cove, 5175 Tamiami Trail E., Naples, FL 34113
RSVP: 239-345-4545, ext 2200 | https://lp.constantcontactpages.com/ev/reg/gpnkj5y/lp/d6f5436e-9c1f-4f84-bd11-9a8ff6c3039a

The Missing Pieces in Your Estate Plan: Preparing for Long-Term Care and Medicaid
2025-06-10 19:00 - 20:30 | Monroeville Public Library, 4000 Gateway Campus Blvd, Monroeville, PA, 15146, United States
Protecting your loved ones, savings, and legacy requires more than just having a will. Join Attorney Colleen Bratkovich for an informative seminar where you’ll learn how to pre-plan for long-term care, understand the key components of effective elder-focused estate planning documents, and discover strategies to protect your assets in the event of a long-term care crisis and Medicaid need.
To Register: CLICK HERE

Beyond the Will: A Two-Part Guide to Estate Planning and Settlement
2025-05-13 11:30 - 13:00 | Brentwood Public Library, 3501 Brownsville Road, Pittsburgh, PA, 15227, United States
Curious about the best way to plan and settle your estate? Join Attorney Justin Ellis from Zacharia Brown Estate Planning and Elder Law and Chuck O’Neill from Executor Services for part two of this educational series and discussion where they will walk you through the essential steps of protecting your legacy and easing the burden on your loved ones.
TO Register, CLICK HERE

Beyond the Will: A Two-Part Guide to Estate Planning and Settlement
2025-05-06 11:30 - 13:00 | Brentwood Public Library, 3501 Brownsville Road, Pittsburgh, PA, 15227, United States
Curious about the best way to plan and settle your estate? Join Attorney Justin Ellis from Zacharia Brown Estate Planning and Elder Law and Chuck O’Neill from Executor Services for a two-part educational series and discussion where they will walk you through the essential steps of protecting your legacy and easing the burden on your loved ones.
To Register, CLICK HERE

Navigating Life Transitions: Essential Planning for Peace of Mind
2025-04-30 11:00 - 12:00 | Webinar
Join attorney Colleen Bratkovich and end-of life professional Carrie McCann for an in depth discussion about estate planning essentials and emotional readiness. Life is full of transitions, and thoughtful planning can provide clarity, security, and peace of mind for you and your loved ones. In this webinar, an experienced estate planning attorney and a compassionate death doula will guide you through the key legal, practical, and emotional aspects of preparing for life’s inevitable transitions.
We’ll explore topics such as powers of attorney, wills, advance directives, as well as emotional preparedness, legacy planning, and ways to foster meaningful conversations with family members. Whether you are planning for yourself or helping a loved one, this session will equip you with the tools and knowledge to approach the future with confidence and peace.
To Register, CLICK HERE

Estate Planning Essentials: Understanding the Role of an Executor
2025-04-10 18:00 - 19:00 | St. Paul of the Cross Parish, 400 Hoodridge Drive, Pittsburgh, PA, 15234, United States
Join Zacharia Brown and Executor Services for a crucial workshop on estate organization and executor responsibilities. Learn how to streamline estate documentation, avoid common pitfalls, and confidently navigate estate settlement before a crisis arises. Walk away with actionable steps to consolidate records, provide clarity for loved ones, and ensure your estate planning goals are met. Start preparing today for a smoother transition tomorrow!
Click HERE to register.

Webinar: Long-Term Care & Veterans Benefits - Key Estate Planning Strategies
2025-04-09 15:00 - 16:30 | FL
Join the Parkinson’s Association of Southwest Florida and Zacharia Brown Attorneys for this free PD Talk on zoom!

Learn how to protect your assets, maximize veterans’ benefits, and navigate long-term care planning with confidence. Don’t miss this opportunity to gain trusted insights.

Date: Wednesday, April 9, 2025
Time: 3:00 PM EST
Where: Online via Zoom
Click Here To RSVP!

Don’t miss this opportunity to gain legal insights to protect your health and wealth!

Navigating the Journey: A Panel Discussion on Estate Planning and Aging with Confidence
2025-04-03 10:00 - 11:30 | Hodges Life Celebration Center, 26051 S. Tamiami Trail, Bonita Springs, FL, 34134, United States
We are so excited to host this important panel discussion on estate planning, long-term care, and aging with dignity. Whether you’re planning for yourself or a loved one, this event will offer insights on wills, trusts, care planning, and asset protection—plus important considerations for aging-related diagnoses like Alzheimer’s and Parkinson’s.
Join us for a thoughtful conversation that will empower you with knowledge and resources to navigate the journey ahead with confidence and peace of mind.
Looking forward to sharing insights among our experienced panel:
Christine Brown Murphy, Partner – Zacharia Brown
Ehren Frey, Attorney – Zacharia Brown
Michelle Matuszak – Hodges Life Celebration Center
Lisa Kiddon – Alzheimer’s Association
Sally Watts – Parkinson’s Association of Southwest Florida
Cynthia Perthuis – Senior Care Authority
Moderated by: Amanda Barton – Seniors Blue Book
Space is limited, so be sure to RSVP HERE

EMPOWER Her: A Workshop for Women on Financial Independence and Estate Planning
2025-03-27 17:30 - 19:30 | The Museneggi Financial Group, 4600 J. Barry Ct. Suite 410, Canonsburg, PA 15317, Canonsburg, PA, 15317, United States
Join us for an interactive workshop designed to help women take charge of their financial future. Learn the importance of creating an independent, comprehensive estate plan. With guidance and practical tools, you’ll gain confidence in managing your financial legacy no matter your stage in life.
To Register, CLICK HERE

Probate, Planning & Prosecco
2025-03-19 14:00 - 16:00 | Sandalwood Village, 3511 Vanderbilt Beach Rd, Naples, Florida, 34109, United States
Join us for an informative and engaging afternoon event with Attorney Ehren Frey, where you’ll learn how to avoid probate, protect your assets with wills and trusts, and minimize taxes. Gain expert insights from an experienced estate and elder law planning attorney while enjoying a glass of prosecco in a relaxed setting.
Following the discussion, stay for a happy hour meet-and-mingle with Attorney Frey, an opportunity to ask questions, connect, and network over drinks!
Event Details:

📅 Wednesday, March 19th at 2pm
📍 Sandalwood Village – 3511 Vanderbilt Beach Rd, Naples

RSVP today to secure your spot!

The Caregiver’s Guide: Estate Planning, Care Solutions and Financial Pathways for Aging Loved Ones
2025-03-19 11:30 - 12:30 | Webinar
Caring for an aging loved one comes with emotional, legal, and financial challenges. This informative webinar will provide caregivers with essential guidance on estate planning, long-term care solutions, and financial strategies to ensure the well-being of their family members.
We will cover key topics such as wills and trusts, powers of attorney, healthcare directives, Medicaid and long-term care planning, and strategies to protect assets while securing quality care.
Whether you’re currently a caregiver or preparing for the future, this session will equip you with the knowledge and tools to navigate these critical decisions with confidence.
Key Takeaways:
• Understanding essential estate planning documents
• Financial strategies for long-term care and asset protection
• Legal considerations for caregivers and families
• Practical steps to ensure your loved one’s wishes are honored
Join us to gain valuable insights and actionable solutions to help you provide the best care for your aging loved ones while securing their financial future.
Secure Your Spot and Register HERE

Estate Planning with an Elder Law Focus
2025-03-04 13:30 - 14:30 | Christ United Methodist Church, 2800 Coulterville Road, McKeesport, PA, 15131, United States
Join us for this informative seminar where you’ll learn key Estate Planning strategies to protect your assets, plan for your future, and ensure that you and your loved ones are taken care of as you progress through the aging continuum. We will discuss Powers of Attorneys, Advanced Directives, Wills, Trusts, and Beneficiary Designations.
This Private Event is By Invitation Only.

Ask The Attorney: Estate Planning, Elder Law, & Probate
2025-02-26 15:00 - 16:30 | Sandalwood Village, 3511 Vanderbilt Beach Rd, Naples, Florida, 34109, United States
Join Estate planning and Elder Law Attorney Ehren Frey for our free event in Naples!
Mix and mingle with our team and enjoy refreshments and appetizers. Bring all your legal questions about estate planning, elder law, and probate and protect your legacy.
Topics:

Wills & Trusts
Avoiding Probate
Reducing Taxes
Long-Term Care Planning

Event Details

Date: Wednesday, February 26th
Time: 3:00pm-4:30pm
Location: Sandalwood Village, Naples FL
Space Limited – Click Here To Register!

Protect Your Wealth: Wills, Trusts & Long-Term Care
2025-02-25 10:00 - 12:00 | AAASWFL, 2830 Winkler Ave, Suite 112, Fort Myers, FL, United States
Join Attorney Ehren Frey for an informative session with an estate planning and elder law attorney to learn how to protect your assets, ensure your wishes are honored, and plan for long-term care. We’ll cover essential topics like wills, trusts, Medicaid planning, and strategies to safeguard your wealth for future generations. Don’t miss this opportunity to take control of your financial future! Date: Wednesday, February 25th Time: 10:00 AM Location: Area Agency on Aging for Southwest Florida
Protect Your Wealth: Wills, Trusts & Long-Term Care

Date: Tuesday, February 25th
Time: 10:00 am
Location: Area Agency on Aging for SWFL – 2830 Winkler Ave, Suite 112, Fort Myers, FL
Register Here: https://lp.constantcontactpages.com/ev/reg/ya9rf5h

The Caregivers Guide: Practical Advice on Estate Planning, Care Solutions, and Financial Protections for Aging Loved Ones
2025-02-20 18:00 - 19:00 | Peters Township Library, 616 E. McMurray Road, McMurray, PA, 15317, United States
This workshop is designed to support members of the Sandwich Generation (those balancing care for both aging parents and their own children) as well as their loved ones.
We will provide essential information on estate planning and care options for your aging parents and loved ones. Attendees will gain practical insights into protecting family assets, planning for current or future medical and care needs, and exploring financial solutions to cover long-term care costs. From powers of attorney and wills and trusts to navigating available benefits like Medicaid, VA Benefits, and long-term care insurance, this workshop will empower caregivers and their loved ones with the tools they need to make informed decisions.
To Register; CLICK HERE
For information, please contact Sydney Krawiec via email at skrawiec@pt-library.org or call (724) 941-9430 ext. 3260

Preparing for Aging Symposium
2025-02-19 08:00 - 12:00 | St Cecilia Catholic Community, 5632 Sunrise Drive, Fort Myers, 33919, United States
Plan Ahead for Life’s Next Chapters: Join the 13th Annual Preparing for Aging Symposium, presented by Seniors Blue Book
Are you prepared for the next phase of life, or do you wait for life to happen? Planning ahead can ensure comfort, security, and peace of mind for you or your loved ones before a crisis arises. That’s why Seniors Blue Book is excited to host the 13th Annual Preparing for Aging Symposium on Wednesday, February 19, 2025, from 8:00 AM to 12:00 PM at St. Cecilia Catholic Community in Fort Myers.
This free event is designed to educate and empower attendees with the knowledge needed to make informed decisions about aging well. With expert-led panels and over 70 exhibitor tables, you’ll gain insights into essential topics like medical care, senior housing, legal and financial planning, retirement, health and wellness, Medicare, hospice, in-home care, and more.
In addition to the valuable information, attendees will enjoy a complimentary breakfast, exciting door prizes, and the chance to win a grand prize—a sunset cruise raffle.Whether you’re exploring how to organize your legal and financial affairs, looking for resources to age in place, or considering a transition to senior housing, the symposium offers something for everyone.
This event is thoughtfully designed to guide you through the many options available and help you make the best decisions for an enriched, safe, and comfortable lifestyle.
Space is limited, and an RSVP is required to attend. Call 239.776.7353 to reserve your spot today.
Click HERE to register online!
For over 40 years, Seniors Blue Book has been the trusted resource for seniors, their families, and caregivers, providing comprehensive information on aging services, housing, and health-at-home options. Known as “My Senior Bible,” our free guide is available at more than 1,700 locations in Lee and Collier counties or by request. Visit www.SeniorsBlueBook.com to learn more and request your copy.
Please note: This event is exclusively for seniors. Professionals may attend only as registered vendors.

Domiciling in Florida: A Step-by-Step Guide to Becoming a Resident and Unlocking Key Benefits of Homestead
2025-02-12 11:30 - 12:30 | Webinar
Join us for an informative webinar designed to guide you through the process of establishing domicile in Florida as well as the benefits of Homestead. Whether you’re planning to enjoy Florida’s tax advantages, warm climate, or benefits of residency, or already live in the sunshine state, this webinar will provide the insights you need.
Topics covered include:
The legal requirements for becoming a Florida resident; Key documents and timelines to establish domicile; Benefits and implications of Florida residency and homestead; requirements to qualify for homestead exemptions and steps to secure your property rights.
Whether you’re a first-time homeowner or looking to maximize your property’s value, this session will equip you with the knowledge to make the most of Florida’s homesteading opportunities. Don’t miss this chance to learn how to protect your property and save money!
To Register: CLICK HERE

Empowering Women: Securing Wealth and Safeguarding Your Legacy
2025-02-10 12:00 - 13:30 | Hyatt Regency Sarasota, 1000 Boulevard of the Arts, Sarasota, FL, 34236, United States
Join us for an inspiring workshop and luncheon designed for women—whether single, divorced, widowed, or married. This engaging roundtable event will feature Partner Christine Brown Murphy from Zacharia Brown and Wealth Manager Jodi Amos from 4Rivers Wealth Management, who will provide valuable insights to help you gain the knowledge and confidence to shape your financial future and build your lasting legacy.
Whether you’re navigating life solo or alongside a partner, this workshop will instill confidence and independence in securing your future. Learn to take control of your financial well-being and leave a lasting impact for generations to come. RVSP today as space is limited.
CLICK TO REGISTER HERE

Navigating Estate Planning with a Cancer Diagnosis: Essential Steps for You and Your Loved Ones to Address Long Term Care Costs
2025-02-05 18:00 - 19:00 | Webinar
Join us for an informative webinar where we will share practical guidance on creating a comprehensive estate plan, managing the financial challenges of long-term care, and ensuring peace of mind for you and your family during a difficult time. Learn from experienced professionals about critical steps to protect your assets, secure your legacy, and plan for the future with confidence
To Register: CLICK HERE

The Caregiver’s Guide to Estate Planning and Elder Law
2025-01-30 15:00 - 16:30 | Gulf Coast Memory Care, 22900 Lyden Drive, Estero, FL, 33928, United States
As a primary caregiver, protecting your loved one’s future is more important than ever. Join us for this free, informative event where we’ll guide you through essential estate planning and elder law strategies to safeguard their legacy and your peace of mind.
Key Topics:

Navigating Guardianship and Powers of Attorney
Protecting Assets from Long-Term Care Costs
Creating a Legacy: Wills, Trusts, and Avoiding Probate

Learn the key estate planning documents every caregiver should know to ensure your loved one’s wishes are respected and their legacy is preserved.
Event Details:

Date: Thursday, January 30th
Time: 3:00pm – 4:30pm
Location: Gulf Coast Memory Care – 22900 Lyden Dr, Estero, FL 33928

Click HERE to Register!

Your Money, Your Goals: Key Principles of Estate Planning and Financial Literacy for Women
2025-01-29 12:30 - 13:30 | Cooper’s Hawk, 11905 Tamiami Trail N, Naples, FL, 34110, United States
Your Money, Your Goals: Key Principles of Estate Planning and Financial Literacy for Women

Join us for an informative workshop and luncheon where you will learn how to navigate your financial and estate planning journey with confidence. Wealth Manager Melissa Pirosko and Partner Christine Brown Murphy will discuss the key principles of financial literacy and estate planning essentials and help attendees define and achieve their financial and planning aspirations. We will help you identify meaningful goals, share the key components of a well drafted estate plan, and discuss how to craft a personalized financial plan in order to reduce financial stress and achieve what’s most important to you.
Lunch will be provided, Please REGISTER EARLY to secure your spot!
Event Details:

Wednesday, January 29th
12:00 pm – 1:30 pm
Coopers Hawk, Naples
EVENT IS SOLD OUT
