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SUMMARY:Legacy and Tax Planning for Downsizing and Beyond
DESCRIPTION:Brick & Bloom Real Estate Group host Katrina Lyons from Visionary Wealth Planning. This strategic session supports attendees in preserving wealth\, minimizing tax implications\, and building an intentional legacy post-downsizing.Topics covered:• Capital Gains and Tax Impacts: Understand exemptions and requirements related to selling a primary residence.• Reinvesting Proceeds Wisely: Explore options for reallocating equity to align with long-term financial and lifestyle goals.• Estate Planning and Legacy Building: Review how to update wills\, beneficiary designations\, and charitable giving plans after the move.• Coordinating Advisors and Documents: Learn how to align financial\, legal\, and insurance details with current needs.
URL:https://neighbur.net/event/legacy-and-tax-planning-for-downsizing-and-beyond/
LOCATION:Fairfield Seniors Centre\, 80 Lothian Ave.\, Etobicoke\, M8Z 4K5
CATEGORIES:Festival
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