Estate Planning and Taxes

Description

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.

Refund/Cancellation Policy: A Full refund will be issued if an email notification is received a week before the class date is to begin. 

Special Services: If you require special accommodations to participate, please email us a description of your needs.