Welcome to planning for the future, without all the drama! Join us at Mount Nittany Winery on Thursday, November 3rd from 5:30pm to 7pm as we bring together professionals across various industries and present you with essential insight and guidance on the right steps to take when selling yours or a loved one’s property or estate. If you or a loved one is nearing retirement or thinking about a potential move into a long-term care, assisted living, or senior community, then the time to plan is now. You won’t want to miss these must-know tips associated with selling your home, including:
The most important legal document EVERYONE needs
Why a trusted realtor can help widen your wallet—and SAVE you thousands!
What really matters when cleaning out the house
How to avoid familiar challenges faced during the closing process
Escrow accounts, inheritance tax considerations, and MORE!
Come and listen to three unique presentations—and then connect with resources in your community to start your path towards better outcomes. (And enjoy a free glass of wine!)
SPEAKERS:
Jenna Franks, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™ - Steinbacher, Goodall & Yurchak
McKenzie Millward - The McKenzie Millward Group, RE/MAX Centre Realty
Brandy McAulay - Owner of Universal Settlement Services of PA
This event is proudly brought to you by the following local businesses:
Steinbacher, Goodall & Yurchak - Offering estate planning and elder care & special care needs resources, and representation to you and your family.
The McKenzie Millward Group - Your premier real estate group, offering personalized approaches, consultation, and support for those buying or selling real estate in State College.
Universal Settlement Services of PA - Proudly providing fee-free closing and settlement services to Pennsylvania and beyond.
Mount Nittany Winery - A HUGE thank you to the winery for hosting our event and giving us a beautiful place to connect you with information. Be sure to shop their extensive collection of local fine wines!