Estate Planning and Taxes
Educational Event
$30/Attendee
$30/Guest
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
1/17/2023 9:00:00 AM to 1/17/2023 12:00:00 PM
3114 Sunburst Dr  Midland ,TX 79707
Jessica Jalomo
(432)689-0086
0
41009
3
Zoom/In Person
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Instructor Information

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