Avoid These Common Mistakes with Trusts and Estates

Is a will enough to keep your home and other assets out of probate?
Often, no. And one overlooked detail can still create delays, confusion, or a probate case your family didn’t expect.

If you already have a will or trust (or think you do), this FREE informational session will help you pressure-test your plan and understand what to double-check so your wishes actually carry through the way you intend.

• Do I need a trust, or is a will good enough?
• How do I make sure my assets are protected?
• Can probate be avoided altogether? (In many cases, yes—if things are set up correctly.)
• What’s the difference between a revocable trust and an irrevocable trust—and why would anyone choose one over the other?
• What are the common “gotchas” that cause a plan to fail even when documents exist?

• A simple checklist of items to review (documents + how assets are titled)
• Clarity on what actually triggers probate—and what typically avoids it
• Live Q&A so you can ask the question you’ve been sitting on

Where: Solon Public Library
When: March 26, 6:15–7:15 PM
Cost: FREE
Seating: Limited—registration required
Parking: Free on-site parking
Food/Drink: Light hors d’oeuvres and beverages provided

Hosted by Mike Ferrante (Broker Associate, MBA, LPT Realty) and Attorney Brad Greene.

Also check out other Nonprofit events in Solon, Workshops in Solon.