Date: 12-27-2023

Time: 12:30-3:30p

To Register: http://www.lancasterinstitute.com/williamson-tn/?aff=wcar

Information:

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.

3 hours TREC CE credit

 

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