Protect Your Biggest Asset Estate Planning & Real Estate Workshop
Learn how trusts, probate, and real estate planning work together to help protect your family, your home, and your
About this Event
Event Summary
Many homeowners don't realize how their home fits into their estate plan until a life-changing event happens.
Whether you're planning for retirement, protecting your children, helping aging parents, or simply want to avoid costly mistakes, this workshop will give you practical information you can use immediately.
During this free workshop you'll hear from both an estate planning professional and a real estate planning expert about how to prepare today for tomorrow's unexpected events.
No sales presentation.
Just practical education and answers to your questions.
What You'll Learn
✅ What a living trust actually does
✅ How probate works—and how many families avoid it
✅ Common estate planning mistakes homeowners make
✅ How your home should fit into your estate plan
✅ Planning for downsizing or moving later in life
✅ What happens to your home when a loved one passes away
✅ Questions to ask before meeting with an attorney
✅ Simple steps you can take today to better protect your family
Who Should Attend?
This workshop is ideal if you:
✔ Own a home
✔ Have children or grandchildren
✔ Have aging parents
✔ Are approaching retirement
✔ Want to avoid probate
✔ Are thinking about downsizing
✔ Recently inherited property
✔ Want to better protect your family's future
Free Bonus
Every attendee receives a
Home & Estate Planning Checklist
plus the opportunity to schedule a complimentary
30-Minute Home Transition Planning Session
where we'll discuss how your real estate plans fit into your overall goals.
Event Schedule
6:00 PM
Check-In
6:30 PM
Estate Planning Presentation
7:20 PM
Real Estate Planning for Homeowners
7:30 PM
Questions & Answers
About the Presenters
Estate Planning Attorney Erik Hartstrom
Learn how trusts, wills, powers of attorney, and estate planning documents work together to protect your family and reduce unnecessary legal complications.
Brian Dickerson
Real Estate Planner
Brian helps homeowners make informed real estate decisions throughout every stage of life—from buying and selling to downsizing, inheritance, and long-term planning.
Where is it happening?
Event Location & Nearby Stays:
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