Live ZOOM - Estate Planning and Taxes (3HR ELEC)
Date:
Thursday, January 23, 2025 12:30 pm - 3:30 pm
Duration:
3 Hours
Categories:
Live ZOOM - Estate Planning and Taxes (3HR ELEC)
Date/Time: Thursday, January 23rd from 12:30p -3:30p
Location: ONLINE through our partners at The Lancaster Institute. All classes with The Lancaster Institute will be offered via online platforms at affordable prices. To register for the upcoming course follow this link: https://www.lancasterinstitute.com/product/estateplan-jan23-ok/?aff=ebr
Description: 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.