Estate Strategy Meets Financial Confidence

There are few things more important than making sure your family, your home, and your hard-earned assets are protected—and yet estate planning is one of those things many people put off because it feels overwhelming.

That’s exactly why we’re hosting this event.

I’m teaming up with two incredible professionals, Heather Austin, Estate Planning Attorney, and Robin Clark Farrell, Mortgage Loan Officer, to walk through the real-life pieces of estate planning that affect families every single day.

This isn’t going to be full of legal jargon or complicated financial talk. Our goal is to make this practical, understandable, and actually useful.

During this event, we’ll walk through estate planning from multiple angles, including:

✔️ Real Estate Considerations
How your home and property should be titled, what happens to real estate when someone passes, and how mortgages and lending decisions play into your long-term plan.

✔️ Wills & Trusts
Understanding the difference between wills and trusts, when each makes sense, and how proper legal planning protects your family and avoids unnecessary complications.

✔️ Investments & Financial Planning
This is where I’ll be sharing my expertise—helping you understand how your retirement accounts, life insurance, and investments fit into your estate plan so everything works together the way it should.

✔️ Avoiding Costly Mistakes
We’ll talk about the common things we see families overlook—and how simple planning today can prevent major headaches later.

As a licensed financial advisor and fiduciary with over a decade of experience, I’ve walked alongside families through both the planning process and the aftermath when planning wasn’t done correctly.

I’ve seen the peace of mind that comes from having a clear plan in place—and I’ve also seen the stress and confusion that happens when those plans are missing.

My role in this event is to help connect the dots between legal documents, real estate decisions, and financial strategy, because estate planning isn’t just paperwork—it’s making sure everything you’ve built is protected and passed on the way you intend.

Heather Austin — Estate Planning Attorney
Helping families create legally sound wills and trusts that protect their wishes and their loved ones.

Robin Clark Farrell — Mortgage Loan Officer
Providing insight into how mortgages, lending, and property ownership impact estate planning decisions.

Clarissa Mae Fleming — Financial Advisor & Fiduciary
Helping families align their investments, insurance, and financial plans with their long-term goals and legacy.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Clarissa Fleming