Join us for Retirement, Real Estate and Estate Planning on April 24 at 10:30am at the Berwyn Public Library.
The seminar will provide an overview of buying and selling real property for those age 55 or over. Those at or near retirement face unique issues. As those come closer to retirement age, their home is now far to large for their current needs. Thus, a common part of planning for retirement is downsizing from a large home to a smaller home. This seminar will educate those at or near retirement on the selling process and options.
Finally, this seminar will provide an overview on the estate planning process. Another important aspect of planning for retirement is estate planning. This seminar will educate those at or near retirement on the estate planning basics.
I. Selling Process
Melissa Kowalski, Managing Broker and Owner of Dwellings Real Estate Inc.in Berwyn has been serving both buyers and sellers for the past 17 years. Over the years, Melissa has received extensive training helping clients 55 and older as a Senior Real Estate Specialist. Understanding that the decision to sell and move can be difficult; she'll discuss how to navigate your choices and how she can serve as a resource and guide every step of the way.
Libby Popovic, JD, MPA, of Caputo & Popovic P.C., will walk you through the home selling process and review the 5 Tips all home owners need to know for a pain free home selling process. Libby will discuss the Do's and Dont's from a legal perspective when getting ready to sell your home.
II. Estate Planning Information
Gina M. Spada, of The Law Office of Gina M. Spada, P.C., will discuss the importance of estate planning, with a focus on issues pertinent to those nearing retirement. Learn about the 5 core estate planning documents everyone should know about along with 5 common mistakes to avoid.