Lunch & Learn

Welcome! We are hosting a free, seminar covering essential topics for folks with senior loved ones in their families. This is ideal for anyone who owns property and has downsizing on their mind, and has questions about deferring capital gains taxes.  The following topics are included:

✅ Senior Living Options – Understanding and planning for the best choices
✅ Future Planning & Wealth Preservation – Strategies to build, protect, and transfer wealth
✅ Trustee Responsibilities – 21 key things to know
✅ Wills, Trusts, Probate & Conservatorship – Navigating the legal landscape
✅ Decluttering & Moving – Best practices and available resources
✅ Legacy & Family Feud Prevention – Keeping wealth in the family, avoiding disputes
✅ Tax-Deferring Real Estate Strategies – Maximizing wealth through smart planning

Experts in estate planning, real estate, financial planning, and tax strategies will be on hand to share their knowledge and answer questions. This is a great opportunity to learn, ask questions, and connect with professionals in a relaxed setting.