Preserve Your Wealth Through Estate Planning

Protect what you’ve built and make sure your wishes are honored.

Join us at Avianna’s Carriage House for an educational morning session with Lilian Mosley focused on practical estate planning steps that help preserve wealth and reduce stress for your loved ones.

This session is designed for homeowners, families, and real estate professionals who want clarity, confidence, and a plan.

• The core documents most families should have in place
• How estate planning can help preserve wealth and prevent avoidable complications
• Common mistakes that create delays, conflict, or unexpected costs
• How planning connects to real estate, inheritance, and legacy decisions
• Simple next steps to get organized

Lilian Mosley

Patricia Oliva
Consumer focused education for homeowners and real estate professionals

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

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Host or Publisher Patricia Stein, real estate instructor