ESTATE PLANNING WEBINARS
SELLING A HOME OUT OF TRUST
Expectations on Home Repairs, Disclosures, and Title
April 27, 2023
It’s time to sell a home that might be owned by your trust, or a deceased loved one’s trust. What do you need to consider in preparing yourself and the home for a successful closing.
TAKE CARE OF YOUR LOVED ONES
What Type of Plan is Best?
June 29, 2023
Do you or does someone in your life need a little motivation to get their estate plan started? We’ll cover everything one should know to create a plan that supports their specific needs.
Administer a Living Trust When It's Time
September 14, 2023
They have a big role, now set them up for success – we’ll show you how. A must-attend event for you and your successor trustees to learn how to administer your living trust.
Learn What It Is and How to Prepare for It
October 16, 2023
Long-term care will have a significant financial impact on your family if you don’t properly prepare for it. We’ll cover the realities – considering our current pandemic – and how to successfully navigate this complex system.
REAL ESTATE PROFESSIONAL SERIES
PREPARING FOR CLOSING
An Inside Look
May 25, 2023
The contract has been accepted and your diligence and savviness has paid off. But have you ever wondered what happens behind the scenes at the attorney’s office? Get our perspective of the process and learn how we can all work together to keep a transaction moving smoothly during the attorney review/inspection period, and beyond, as we get close to closing.
Impacting Real Estate in 2023
What are the current emerging issues with real estate in 2023? Let’s talk about what could have the most significant impacts and pitfalls in the market as sellers and buyers weigh the risks and rewards or selling or buying a home this year.
Through Probate Proceedings
SEPTEMBER 29, 2022
When can you sign a listing agreement with an Executor of an Estate? Avoid the pitfalls and legal and family disputes when selling the house of a deceased owner, whether or not the Estate is in Probate.
During Attorney Review and Inspection Periods
DECEMBER 15, 2022
The contract is accepted, but negotiations are not over. Get an attorney’s perspective on where to compromise and when to give in during the 5 day review period.
1745 South Naperville Road, Suite 100
Wheaton, IL 60189