Estate Planning & Taxes | 12/20/22 | 9a-12p (3hrs) | MS

$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.

Tuesday, December 20, 2022
9:00 am - 12:00 pm CT

3 hours CE credit
Approved by MREC
Course ID: 60166

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On-Live™ is a live-streaming “virtual classroom” course taught through a private classroom.  Our instructor teaches the class in-studio and streams directly to your device. Upon your purchase, you will be provided with instructions on how to access the course on the date and time specified above.