Buying your first home is an exciting milestone—but have you considered what happens to your new asset if something unexpected happens?
In this episode, we break down why estate planning is crucial for first-time homeowners. From wills and trusts to powers of attorney, we discuss how to protect your home, your family, and your future.
🔑 What You'll Learn:
What an estate plan is—and why you need one now
How homeownership changes your financial picture
The risks of not having an estate plan in place
Simple steps to get started, even on a budget
Whether you're buying solo or with a partner, this episode will give you the knowledge and confidence to secure your new investment.
Dave Steinberg NMLS: #67325 Mortgage Broker Summit Funding
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Connect with me:
Office: 718.575.1166
Email: dave@summitfunding.com
https://summitfunding.com
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Summit Funding | Registered Mortgage Broker (NMLS #52081) New York State Department of Financial Services
7030 137 Street, Kew Gardens Hills, NY 11367
Summit Funding | Licensed Correspondent Mortgage Lender (NMLS #301151) New Jersey Department of Banking and Insurance
Summit Funding Inc., Your Mortgage Professionals Licensed Mortgage Broker (NMLS #84943) | State of Connecticut Department of Banking
Summit Funding, Your Mortgage Professionals, Inc. Licensed Mortgage Broker (NMLS #84943) | Florida Office of Financial Regulation
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Refer with Confidence®
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