Protect Your Legacy: How to Keep Your Home in the Family

Protect Your Legacy: How to Keep Your Home in the Family

“Because whether it’s your home or a loved one’s, planning ahead makes all the difference.”

This free seminar is hosted by San Diego Realtor Nick Castro and features estate planning attorney Nicole D’Ambrogi as our keynote speaker. It is designed to help homeowners understand how to protect their legacy and keep their home in the family through proper estate planning. Learn how trusts work, why they matter, and how to avoid costly mistakes like probate. Whether you’re a homeowner, aging parent, or helping a loved one navigate this process, this event will offer valuable insights and practical next steps.

Light refreshments will be provided for in-person attendees.

What You’ll Learn

• What happens if you don’t have a plan in place
• How a trust works and why it matters
• Will vs. trust — and which makes sense for your situation
• How to avoid probate and property tax reassessment (Prop 19)
• Special considerations for veterans and multigenerational families
• What to prepare, how to start, and what it typically costs

For any question, please email bmlja2Nhc3RybyB8IGt3ICEgY29t or call/text (661) 670-6567

Also check out other Workshops in San Diego.