Estate Planning & Taxes | 6/21/23
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.
Wednesday, June 21, 2023
9:00 am – 12:00pm CT
3 hours CE credit
Approved by the LREC (vendor #8025)
Course ID: 184