Upcoming Events

TRUSTS 101:

WHAT YOU NEED TO KNOW ABOUT TRUSTS

If you’ve heard of trusts - or even have one - but aren’t quite sure what they do or how they work, this webinar is for you.

I am co-hosting this educational webinar with Best Choice Realty.

During this webinar we will cover:

  • What a trust is and how it works

  • Common trust terms and what they mean

  • Common types of trusts and their purposes

  • Why someone might choose a trust over other planning tools

  • How to title assets into a trust

  • Pitfalls using a trust and how to avoid them

You will leave with a clearer understanding of trusts, greater confidence in recognizing trust-related issues, and the tools to ask the right questions when a trust is involved.

Questions are encouraged. No legal background required.

Details

Date: July 17, 2026

Time: 12pm - 1pm

Location: Zoom