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 […]
