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Estate Planning

Do you have a will or a trust?

If the answer is no, you could be leaving your loved ones and your assets unprotected if something unexpected happens. Estate planning isn’t just for the wealthy or older adults, it’s an important step for anyone, at any age, to ensure that your wishes are honored and your family is cared for.

Join us for an informative session to learn how you can plan ahead and protect yourself, your assets, and your loved ones. In this workshop, we’ll cover:

  • The difference between a will and a trust

  • How to make sure your assets go to the right people

  • Important legal considerations to avoid common pitfalls

  • Practical steps to get started on your estate plan

We’re excited to welcome guest speaker Roy Schneider, Attorney, who will provide expert insights and answer your questions to help you make informed decisions for your future.

Don’t leave the people you love and the things you’ve worked hard for at risk, join us and take the first step toward peace of mind.

Register

Thanks to funding from HUD and other partners, My Way Home can offer workshops like this at little or no cost.

We collect basic demographic information from attendees as required for funding. Your privacy is protected — all data is shared anonymously and cannot personally identify you.

This helps us keep workshops affordable. Questions? Call us at 805-273-7800.

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September 17

Taller para Compradores de Casa (Aprobado por HUD)

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October 4

Homebuyer Workshop (HUD-approved)