Aging-in-Place: How Your Home Fits into the Estate Planning Puzzle

The Westport Library*

The Westport Library

The majority of people are interested in staying in their homes as long as possible in retirement, though the challenges with that decision can be both physical and financial. Accessibility and safety become major priorities. As incomes may decrease in retirement, many find themselves house-rich and cash-poor, and many wonder if they need to move to live well.Trust and Estate lawyer David Bussolotta, Mortgage Specialist David Swanson and Home Transformation Designer Colin Healy will show how your home is a key element in your retirement planning process.You Will Learn:<ul><li>how your home contributes to your net worth</li><li>how your home fits into a business succession plan</li><li>whether should you put your home in a trust</li><li>how to unlock that value at the right time</li><li>whether a reverse mortgage right for you</li><li>how to design the home you need for the life you want to live.</li></ul> David B. Bussolotta is a member of the Trusts and Estates Practice at Pullman &amp; Comley, where he serves clients in the areas of estate planning, wills, trusts, probate and trust administration, probate and trust litigation and elder care needs.David Swanson is the President and CEO of MSI Mortgage LLC and has been in the mortgage business since 1986. He will cover ways to finance your home to “age-in-place” with dignity.Colin Healy, Principal of Colin Healy Design LLC, has been transforming homes for beauty, function and longevity for over 25 years. He is a Certified Aging-in-Place Design Specialist by the HBRA.

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Aging-in-Place: How Your Home Fits into the Estate Planning Puzzle

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Aging-in-Place: How Your Home Fits into the Estate Planning Puzzle

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