

# Event Details

- **Event Name**: The 2 Estate Planning Mistakes Most Families Make — Even With a Trust
- **Event Start and End Date**: Sun, 22 Mar, 2026 at 03:00 pm – Sun, 22 Mar, 2026 at 05:00 pm
- **Event Description**: Join us for an informative session to learn how to protect your assets, care for your loved ones, and secure your financial future.About this EventA Complimentary Educational Workshop for HomeownersYour 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protected?Many homeowners assume that once they create a trust, they’re done.In reality, estate plans quietly fall out of date — especially as life changes.New property.Refinances.Kids getting older.Beneficiaries changing.Tax laws shifting.And most families don’t realize something is outdated until it’s too late.Join Us for a Small, Education-Only Community EventHolly McDonald of Compass is hosting a local estate planning attorney for a short,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.What We’ll Cover• 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updated when life changes• How property should (and should not) be titled• What happens to your home if documents are outdated• Simple steps to review your current planWhether you already have a trust or haven’t started one yet, this workshop will help you understand what to look for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.Who This Is For✔️ 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.Why We Host Events Like ThisAs 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.
- **Event URL**: https://allevents.in/costa-mesa/the-2-estate-planning-mistakes-most-families-make-—-even-with-a-trust/100001983386423183
- **Event Categories**: workshops, kids
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fthe-2-estate-planning-mistakes-most-families-make-even-with-a-trust-tickets-1983386423183
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Costa Mesa
- **state**: CA
- **country**: United States
- **location**: Deli Nerds
- **lat**: 33.6697636
- **long**: -117.9208274
- **full address**: Deli Nerds, 1525 Mesa Verde Drive East, Costa Mesa, United States

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: Holly McDonald, Villa Real Estate (https://allevents.in/org/holly-mcdonald-villa-real-estate/19118548)

## Event gallery

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- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/69bd771ea6ffb4da2da052240e1c4346cfc0c55c2f102f5c6eee4be4e7c113d0-rimg-w400-h400-dcfffffe-gmir.jpg?v=1772143456

## FAQs

- **Q**: When is the event happening?
  - **A:** Sun, 22 Mar, 2026 at 03:00 pm
- **Q**: Where is the event happening?
  - **A:** Deli Nerds, 1525 Mesa Verde Drive East, Costa Mesa, United States
- **Q**: What is the ticket price?
  - **A:** starting from 0 up to 0 USD
- **Q**: Who is organizing the event?
  - **A:** Holly McDonald, Villa Real Estate
- **Q**: What type of event is this?
  - **A:** workshops, kids
- **Q**: Where can I find ticket details about The 2 Estate Planning Mistakes Most Families Make — Even With a Trust ?
  - **A:** You can find ticket details about this event on AllEvents.

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