Estate Planning & Taxes | 1/23/25 | 12:30p-3:30p (3hrs) | AL
$29.00
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.
Thursday, January 23, 2025
12:30 pm - 3:30 pm CT
3 hours CE credit
Approved by AREC
Course ID: 303