October Planning for the Future and Beyond
About This Event
Planning for the future of your home and assets is one of the most important steps you can take for your family.
Join Jane Johnson, Realtor and Real Estate Planner, along with guest speaker Edwin Jensen, an attorney specializing in wills, trusts, and real estate law, for a free in-person Lunch and Learn designed to help homeowners understand how to transfer property and protect their legacy.
In this seminar, we will cover:
• Whether a will is necessary to transfer property
• Understanding TOD and Ladybird Deeds
• How trusts work and their role in avoiding probate
• Key considerations when passing down real estate
Enjoy lunch while gaining valuable insights into what your family may need when transferring wealth through real estate.
Seating is limited. Reserve your spot today.
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