Events

Understanding Trusts & Probate: Your Guide to Protecting Your Assets

 

If you’ve ever wondered how to protect your assets and ensure your loved ones avoid unnecessary stress and costs, we’ve got great news! EF Homes is hosting an exclusive free educational seminar on trusts and probate, designed to help you navigate the often-overlooked aspects of estate planning.

 

Join us on February 4th, 2025, as we partner with Samantha Farren, a highly experienced estate attorney, to break down the essentials of estate planning and why it’s so important for homeowners in Santa Cruz County.

 

Why This Seminar Matters

In a market like Santa Cruz, where real estate prices are at an all-time high, having a trust in place can be a game-changer. Without proper planning, even with a will, your estate could end up in probate, a time-consuming and costly legal process that can drain your loved ones emotionally and financially.

 

What Will You Learn?

  • What a trust is and how it works.

  • Why probate should be avoided and how a trust can help.

  • Common mistakes in estate planning and how to prevent them.

  • How to use estate planning for tax efficiency.

  • Answers to your specific questions during a live Q&A with Samantha!

Event Details

  • When: February 4th, 2025, 5:30 PM to 6:30 PM

  • Where: EF Homes, 510 Bay Ave, Capitola, CA

  • Cost: Free (registration required)

Register now to save your spot!

Why Estate Planning is Critical

As homeowners, your property is likely one of your most valuable assets. Without the right plan in place, your loved ones could face significant delays, fees, and emotional strain when managing your estate. A trust simplifies this process, bypassing probate and ensuring your wishes are honored without complications.

 

Start Planning Now

Whether you’re a longtime Santa Cruz resident or new to the area, this seminar will provide you with the tools and knowledge to make confident decisions about your estate. Don’t wait until it’s too late—start protecting your assets and your loved ones today.

 

Have questions or want to discuss your options? Feel free to reach out—we’re here to help you every step of the way!

Work With Us

With experience in over 1,000 transactions, we bring proven expertise, a deep understanding of buyer and seller needs, and the local market knowledge to help you succeed at every step of your real estate journey.

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