Irene and Ricky’s Homeowner Education Series Seminar 3

Different ways of holding title impact taxes, inheritance, liability, and probate, and provide practical steps to protect your home.

Holding Title the Right Way

Protect Your Home, Your Heirs, and Your Wealth

Most homeowners don’t realize that how you hold title can affect taxes, inheritance, liability, and even whether your family must go through probate.

In this session, you'll learn:

The most common ways to hold title — and which one may fit your situation

The risks of holding title incorrectly (tax issues, frozen assets, legal delays)

How property transfers actually work between spouses, family members, or trusts

How the step-up basis can save your heirs thousands in taxes

How to avoid costly and time-consuming probate issues

Practical steps to make sure your home is protected and passes smoothly to the next generation.

Spaces are limited, so be sure to reserve your spot today. We can't wait to see you there!