Smart Moves: A 3-part guide to selling, buying and planning ahead

Info: Big life transitions don’t have to be overwhelming. Whether you’re preparing to downsize, move into a new home, or ensure your family is protected with the right planning, this workshop series is designed to give you the clarity and confidence you need.

Over the course of three interactive sessions, you’ll learn the real-world strategies and insider tips to help you:
    •    Navigate buying and selling a home at the same time (without losing sleep)
    •    Put together a modern estate plan that protects your home and your legacy
    •    Understand what it really means to sell your home “as-is” — and whether it’s the right choice for you

This series is perfect for homeowners age 55+, adult children helping parents make decisions, or anyone who wants to avoid stress by planning early instead of waiting for a crisis. Attend one week, or attend them all!

Info: Learn about the fundamentals of creating a comprehensive, modern estate plan, and how legal documents like wills, trusts, powers of attorney, medical directives and transfer on death deeds can be used as tools to design a personalized estate plan and bring peace of mind and security for the future. Presented by: Ed Kaiser, an attorney licensed in MN, WI and NV, with over ten years of multi-jurisdictional legal practice. His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation and dispute resolution. Ed provides legal consulting services as an attorney of record with the Integrated Trusts Systems digital estate planning platform.

Host or Publisher Transition Strategies Specialists