Estate Planning and Taxes

Description

Instructor: Brent Lancaster Course#51912 CE Credit: 3 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 FULL REFUND if a written cancellation request is received 2 business days before the start of the course. No refunds thereafter. Full refund if GLAR cancels the course.