Estate Planning & Taxes | 12/16/24 | 10a-1p (3hrs) | SC
$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.
Monday, December 16, 2024
10:00 am - 1:00 pm ET
3 hours CE credit
Approved by SC LLR
Course ID: 3874