CE-Virtual- Estate Planning and Taxes

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 receive 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.

This class will be held Virtually with Brent Lancaster from Bob Brooks School. You will receive an email the day before with the instructions on how to get into the class. You must download the Adobe Connect App to access this course.