Irene and Ricky’s Homeowner Education Series Seminar 3

Irene and Ricky Zhang

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

4010 Barranca Pkwy suite 100

Holding Title the Right WayProtect 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 situationThe risks of holding title incorrectly (tax issues, frozen assets, legal delays)How property transfers actually work between spouses, family members, or trustsHow the step-up basis can save your heirs thousands in taxesHow 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!

Irene and Ricky’s Homeowner Education Series Seminar 3

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Irene and Ricky’s Homeowner Education Series Seminar 3

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