About this Event
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!
Event Venue & Nearby Stays
4010 Barranca Pkwy suite 100, 4010 Barranca Parkway, Irvine, United States
USD 0.00
