Protect Your Legacy: How to Keep Your Home in the Family
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffet
Join us for a free seminar featuring keynote speaker and estate planning attorney Nicole D’Ambrogi. We’ll walk through how trusts work, why they matter, and how to avoid costly mistakes like probate. Whether you’re a homeowner, an aging parent, or helping a loved one plan ahead, you’ll leave with clear next steps and insights you can actually use.
Light refreshments will be provided for in-person attendees.
What You’ll Learn
- What happens if you don’t have a plan in place
- How a trust works and why it matters
- Will vs. trust — and which makes sense for your situation
- How to avoid probate and property tax reassessment (Prop 19)
- Special considerations for veterans and multigenerational families
- What to prepare, how to start, and what it typically costs
- Open Q&A to answer your specific questions
Questions? Email nickcastro@kw.com or call/text (661) 670-6567
