If you have considered downsizing to a smaller home but don’t know where to go or even if you can afford it, please join us for an informational presentation given by: David M. Hellman, Attorney & Certified Public Accountant, and Sue Dwight, Senior Living Specialist at Zephyr Real Estate.
David will discuss the question everyone asks,“ Can I afford to move?”, focusing on: 1) Estate planning and the importance of having a trust, especially for homeowners, and, 2) Taxation law, especially as it relates to capital gains when selling a home. Sue will discuss housing options for empty nesters: staying at home, moving to a smaller home, condo or apt., or possibly moving to a senior community. She will explain the many different types of senior communities, their costs and qualifications.