The older we get, the more closely we look at our finances, real estate and family. Thinking about our home, who will inherit it and how will we want to be remembered. Estate planning, the next step in this thought process, can be very confusing and overwhelming. Senior real estate specialists are trained to work with you every step of the way, coordinating all the professional consultants you will need along the way. Educating yourself is the key to being prepared. Can you answer these questions?
- Do I need a trust? Do I have a trust?
- Is my trust up to date?
- Should I have a revocable or irrevocable trust?
- Who should administer my estate?
- What taxes affect the value of my estate?
If you do not know the answers to all these questions, LIST Sotheby’s Senior Concierge hosts free seminars year round, where experts in trusts, taxes, wills and estate planning will give you the information you need. Here are two upcoming events:
March 14, 2015 — Legal Considerations
Presenter: Scott C. Suzuki, AAL
He will cover trusts, estates and taxes.
May 2, 2015 — Decluttering, Downsizing and Selling Your Current Home
Presenter: Christina & Yumi Laney
They will cover downsizing your home.
For more information, registration (seating is limited) and a 2015 schedule of free seminars, please call 808-282-1399.