Estate Planning and Taxes

17 Dec

Estate Planning and Taxes

Estate Planning and Taxes

Wednesday, December 17, 2025 (9:00 AM to 12:00 PM)
3 Education Credits

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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. LIVE ZOOM Class. Course ID 1035376. This class as been approved for 3 hours of real estate CE by the MN Dept of Commerce. Find more live zoom courses and register HERE