Estate Planning for Homeowners: Don't Leave Your Equity to the State

Most homeowners focus on building wealth. Smart homeowners focus on protecting it. Join us to understand how estate and trust planning impacts your home, your family, and your financial legacy.

Join us at LUNA Bistro & Cafe on June 10 at 4:30 PM (Pacific Time) for an informative and engaging event focused on helping homeowners protect what they’ve built. Whether you’ve owned your home for years, are thinking about the future, or simply want to make more informed decisions, this seminar will provide valuable insights into estate and trust planning as it relates to real estate.

What We’ll Cover:

• The Probate Trap: How to avoid the costly and lengthy court process.
• Trusts 101: How they work and why they are essential for real estate.
• Proposition 19: Understanding the tax impacts when passing property to heirs.
• Legacy Strategies: How to simplify property transfer and avoid common mistakes.

Our goal is to break down complex estate planning concepts into clear, practical information you can actually use—whether you’re just getting started or need to update an existing plan.

Don’t miss this opportunity to gain clarity, ask questions, and better understand how to protect your home and your legacy—all in a relaxed and welcoming environment. Enjoy beer, wine, and light appetizers while connecting with other homeowners and industry professionals.

Beer, wine, and appetizers will be served. RSVP required for entry and seating.

Event Venue & Nearby Stays

LUNA Bistro & Cafe, 5755 Pacific Coast Highway, Long Beach, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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