Timely Event at Houston City College - Katy Campus in Katy, TX
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Houston City College – Katy Campus
22910 Colonial Pkwy, Katy, TX 77449
Event Options:
– Tuesday, March 24 at 6:30 p.m. – Thursday, March 26 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at Houston City College – Katy Campus for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- What’s changing in estate and legacy planning in 2026.
- Advantages and disadvantages of wills and trusts.
- Strategies designed to reduce tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, strategies to help you avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Jonathan English | Founder & President of Luca Wealth Management
When he’s not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.
The family enjoys vacationing, indulging in snow skiing adventures and beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.
Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he is a dedicated advisor, placing the best interests of his clients at the forefront of every decision he makes.
With Jonathan’s vast experience, dedication to client success, and passion for the industry, he is poised to make a significant impact on your financial journey. Whether you’re seeking guidance in investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you toward your goals.
TX State License #2890435
Meet Your Host
Caroline Ortego | Ortego Law Firm
I am an estate planning and probate attorney, soccer mom and plant lover. I was born and raised in Louisiana. In 2008, I graduated from LSU Law and moved to Texas the very next year. I have been here ever since. There are so many I love about living in Texas like going to the Katy ISD Livestock Show and Rodeo and eating all the tacos I can get my hands on.
My first exposure to estate planning and probate came during law school when Hurricane Katrina hit New Orleans. In the following years, I volunteered with other law students and attorneys to help clear title to homes destroyed by the storm. In the poorest neighborhoods, most of the homes were officially in the name of grandparents or great grandparents who were long gone. The process of clearing the title through several generations and after many records had been destroyed by flood waters was nearly impossible. There were no Wills. There were no probated estates. There was nothing to show who inherited the property. If you couldn’t prove ownership, you couldn’t receive disaster assistance.
I saw first-hand that the storm was not the only thing to lay waste to New Orleans. By passing down property informally without the use of Wills or the probate process, the investment of grandparents and great grandparents in home ownership was lost.
Seeing Katrina survivors lose the assets of their grandparents and great grandparents and become permanently displaced impressed upon me the value of using estate planning and probate to preserve what you have built for future generations. Through my work, I strive to help my clients preserve assets and make good decisions that will benefit their children, grandchildren, and descendants they may never even know.
© 2026 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. LUCA Wealth Management, CreativeOne Wealth, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.