Get the information you need to start a Real Estate Plan. Learn about the process, speak directly with professionals who can help and GET Started Planning your Future and Beyond. Attend our FREE In Person Seminars
*These are Free Seminars with No-Obligation to buy.
Seminar
Real Estate investments over next 25 years will see the greatest transfer of wealth. Learn how to Protect, Grow and Transfer your net worth.
A panel of 1031 exchange experts, CPA's and KW Real Estate Planners will discuss how we can work together to:
Preserve your estate through tax-advantaged real estate strategies
Avoid the pitfalls of a 1031 Exchange
How to off load the burdens of being a landlord leading into retirement.
May 11th, 2023 Estate Planning Myths Dispelled
A Will does not avoid probate. So, what does it do?
What is a Trust and do you need one?
How much can you gift to someone without tax consequences?
Seminar
Moving is overwhelming! Where do I begin?
What do I do with my extra stuff?
Will my things fit the new floor plan?
How do I protect my future?
What does Medicare cover?
Do I need Long Term Care Insurance?
April 13th, 2023 - How Long Can I Stay in My Home
How do I get in-home care?
Who can help around the house?
Is my home safe?
Is caring for your home becoming difficult
What is available around me?
How do I make the transition?
Seminar
Time: 12:30pm
Location: Okalee of Medina
4350 Chippewa Court
How do you know when it’s time to move?
Is it a good time to sell?
How much does it cost to live in a Senior Living Community?
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