About this Event
A Complimentary Educational Workshop for Homeowners
Your home is likely your largest asset.
But is it actually protected?
Many homeowners assume that once they create a trust, they’re done.
In reality, estate plans quietly fall out of date — especially as life changes.
New property.
Refinances.
Kids getting older.
Beneficiaries changing.
Tax laws shifting.
And most families don’t realize something is outdated until it’s too late.
Join Us for a Small, Education-Only Community Event
Holly McDonald of Compass is hosting a local estate planning attorney for a short, clarity-focused workshop designed specifically for homeowners.
This is not a sales presentation.
There will be no product pitches.
Just practical information you can use immediately.
What We’ll Cover
• The 2 most common estate planning mistakes families make — even if they already have a trust
• How homeownership impacts your estate plan
• What needs to be updated when life changes
• How property should (and should not) be titled
• What happens to your home if documents are outdated
• Simple steps to review your current plan
Whether you already have a trust or haven’t started one yet, this workshop will help you understand what to look for and what questions to ask.
Who This Is For
✔️ Homeowners
✔️ Families with children
✔️ Couples who own property together
✔️ Anyone who has created a trust but hasn’t reviewed it recently
✔️ Anyone who wants clarity before making changes
🎟️ Complimentary Admission (RSVP Required – Seating is Limited)
We intentionally keep these gatherings small so attendees can feel comfortable asking questions.
Why We Host Events Like This
As a local Realtor, Holly believes homeownership isn’t just about buying and selling — it’s about protecting what you’ve built.
These education nights are part of an ongoing community series featuring local experts on topics like estate planning, tax strategy, and long-term homeownership planning.
If you value clarity over confusion and preparation over reaction, this event is for you.
Reserve your seat today.
Event Venue & Nearby Stays
Deli Nerds, 1525 Mesa Verde Drive East, Costa Mesa, United States
USD 0.00
