Wills, Trusts, and Real Estate: The TOP 10 Estate Planning Misunderstandings

You bought your home. Now let's make sure it's protected.

One of the things I love most about this work is staying connected with the people we've helped — and making sure you're set up for long-term success, not just closing day.

That's why I'm hosting a special evening this August, and I'd love to have you join us.

The TOP 10 Estate Planning Misunderstandings
A free event for homeowners who want to protect what they've built

August 5th | CrossCountry Mortgage — The Training Room
10900 Wayzata Blvd, Minnetonka, MN

An estate planning attorney will walk through the most common mistakes homeowners make when it comes to wills, trusts, and how their property is titled — and what you can do right now to make sure your home and your family are protected.

We'll cover:

• Whether your home is titled the right way for your situation
• The difference between a will and a trust — and which one you might need
• What happens to your home without a plan in place
• Simple steps to protect your biggest investment

Come for the knowledge, stay for the conversation — and yes, there will be hors d'oeuvres. 🥂

Evening Schedule

5:30 – 6:00 PM Arrivals & Hors d'oeuvres
6:00 – 7:00 PM The TOP 10 Estate Planning Misunderstandings
‍7:00 – 7:30 PM Q&A & Connections

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