Estate Planning to Downsizing

This FREE seminar will cover many of the details regarding estate planning to help protect you and your family’s assets. We will also discuss various scenarios to prepare your home to sell, or how to leverage it to find the best home for you.

• Do you need a WILL or a TRUST?
• What about beneficiary designations?
• How do you transfer REAL ESTATE without creating problems?
• What is PROBATE, and how to avoid it?
• When is it a good time to DOWNSIZE, and how to navigate the BUY/SELL process?
• Best strategies to PREPARE YOUR HOME to sell, and those to avoid.

Plus various other real-life situations that may come up in estate planning and capital gains considerations.

Hosted by Provision Law Firm and the House Geeks.