ZOOM - Estate Planning & Taxes (EDU)

Instructor: Brent Lancaster

Course # 45607

CE: 3 Hrs

Course Cost: $29

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, December 27, 2023
12:00 pm - 3:30 pm CT