Course Details

Homeownership is more than a milestone—it’s a foundation for building wealth and creating a lasting legacy for your family. However, safeguarding this valuable asset requires thoughtful planning and strategic decision-making.

In this 90-minute, faculty-led webinar, participants will learn how to guide homeowners in preparing their property for a seamless transition to future generations. Topics include: • Strategies to preserve a home’s value and protect it from probate. • Minimizing tax burdens for heirs and beneficiaries. • Utilizing tools like trusts, wills, and beneficiary designations effectively. • Navigating complex family dynamics during the planning process. Designed for professionals assisting homeowners in creating a lasting legacy, this session provides actionable steps, expert advice, and practical tools resources to empower your clients to secure their most valuable asset. This is the first step in helping your clients create a strong legacy for their families.

This faculty-led webinar training will last 90-minutes and include resource materials, check and reflect activities, interactive polling, and participant Q & A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.

Course Length: 1/4 Days

Tuition: $0.0

Course counts toward a professional certificate (PCP): No