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Making Your Home Work for You in Retirement: How Your Home Fits in the Estate Planning Puzzle

Wed, January 15 @ 6:00 pm - 8:00 pm

Trust and estate lawyer David Bussolotta, mortgage specialist David Swanson and home transformation designer Colin Healy will show how your home is a key element in your retirement planning process. Register online.
Learn:

  • how your home contributes to your net worth
  • how your home fits into a business success plan
  • whether should you put your home in a trust
  • how to unlock that value at the right time
  • whether a reverse mortgage right for you
  • and more.

Many people would like to stay in their homes as long as possible in retirement. The challenges are physical and financial. Accessibility and safety become major priorities. As incomes may decrease in retirement, many may find themselves house-rich and cash-poor. Many wonder if they need to move away to live well.

The speakers:  David B. Bussolotta is a member of the Trusts and Estates Practice at Pullman & Comley, where he serves clients in the areas of estate planning, wills, trusts, probate and trust administration, probate and trust litigation and elder care needs.  David Swanson is the President and CEO of MSImortgage.com LLC and has been in the mortgage business since 1986.  He will cover ways to finance your home to “age-in-place” with dignity. Colin Healy has been transforming homes for beauty, function and longevity for over 25 years.  He is a Certified Aging-in-Place Specialist by the National Association of Home Builders.

David Swanson

David Bussolotta

Colin Healy

 

 

 

 

 

For more information on this topic, check out this resource guide from our Reference Department.

You can also access our retirement guide here.

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Details

Date:
Wed, January 15
Time:
6:00 pm - 8:00 pm
Event Categories:
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