For a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better “new normal”. Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
Realtor Greg Weinberger of RE/MAX Results will explain how to prepare for a move, decluttering the non-essentials, and key factors for picking your next home.
John Tetzloff, Director of Sales for Catholic United Financial will direct a conversation on making or changing an estate plan after the sale of a home, protecting and passing on assets, and having the right documentation in the right places.
The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.