Description

June 21st Estate Planning and Taxes 9:00 a.m. to 12:00 p.m. 3 Hr. CE Credit Instructor Brent Lancaster Cost $35 Upon completion of this course, the agent will gain an overview of tax issues and factors that influence older adult’s decisions to buy or sell a home. This course will apply knowledge of how household composition impacts retirement plans and housing choices for older adults. We will discuss the advantages of a will and the pitfalls that can occur without one. Finally, we will review how the transfer of property works through a will, probate, or succession; and how to manage potential legal liabilities to avoid conflicts of interest in real estate transactions