Estate Planning & Taxes | 3/7/24 | 9a-12p (3hrs) | TX

$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.

Thursday, March 7, 2024
9:00 am - 12:00 pm CT

3 hours CE credit
Approved by TREC
Course ID: 45607

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Receive credit in multiple states by requesting the additional certificate below.

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Description

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.