The 2 Estate Planning Mistakes Most Families Make — Even With a Trust

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In reality, estate plans quietly fall out of date — especially as life changes.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And most families don’t realize something is outdated until it’s too late.

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.

• 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• What happens to your home if documents are outdated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.

✔️ 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.

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.

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

Get App

Host or Publisher Holly McDonald, Villa Real Estate