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Calendar View | List of Events
Event name

SAVVY SENIOR LIVING -- TAX, LEGAL & FINANCIAL ISSUES

When

Wed 02 / 07 / 2018
10:00 AM to 11:30 AM

Where

Lafayette Library Community Hall
3491 Mt Diablo Blvd
Lafayette

Who can attend

External website conditions

Price

FREE

Organizer

Dayna Wilson
 TAX, LEGAL & FINANCIAL ISSUES
 
We all know there can sometimes be complexities related to the transfer of property. More times than not families try to solve these problems during a crisis, but creating a contingency plan in advance is a far better way of dealing with potential pitfalls. Your home is often your most valuable asset and there are thing you need to know before you move forward with any major decisions that will impact your future.

You may be asking…

 

  • What legal documents are needed when selling my home?
  • What are the tax implications of owning, selling, or transferring property??
  • How should property be deeded to avoid potential future challenges?
  • What other issues should I be aware of?

 

Join us to hear first hand from legal, financial and tax experts about how to avoid common challenges faced by families just like yours.

 

 

The Diablo Villages are Silver Sponsors of the informational series, Savvy Seniors Living, hosted by Dayna Wilson’s real estate team.