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Estate Planning & Taxes (virtual)

When:
December 27, 2023 @ 11:30 am – 2:30 pm
2023-12-27T11:30:00-07:00
2023-12-27T14:30:00-07:00
Where:
Registrants will be sent a link.
Cost:
$29
Contact:
Deb Reich
480.945.2651

CE hours: 3 General
Learn more about financial decisions that may influence your client’s decision to buy or sell a home. This course will explore the many ways retirement plans can impact housing choices for older adults. We will review how the transfer of property works through a will, probate, or succession. Finally, you will learn how to manage potential legal liabilities and avoid conflicts of interest in your real estate transactions.