Retiring? Downsizing? Managing This Transition

124 Hall Street,Concord NH 03301

18 October, 2022

Description

Every Transition is an opportunity, regardless of your stage in life. Preparing to downsize, relocate, or transition a loved one from the family home can be overwhelming. This seminar is geared towards the 50+ community and their caretakers to provide information and resources to guide, “How do I know when it’s time and What are my options” presented by Brenda Paradis, Senior Real Estate Specialist, Candice O’Neil, Estate Planning Attorney, Ryan Poirier, CPA, and James Dimos, Financial Planner. Topics Include: Ways that a Senior Real Estate Specialist can assist me?Tax implications when selling my home? What do I want and need for future financial stability?Why Estate Planning?Why and when to use a trust?