David Bussolotta to Speak on How Your Home Fits in Your Retirement and Estate Plans

Pullman & Comley's Trust and Estate attorney David Bussolotta will join realtor Gayle Worthington, and home transformation designer Colin Healy for a discussion of how to factor your home into your retirement and estate planning at the Easton Senior Center. 

Most people say they would like to stay in their homes as long as possible in retirement but few have planned to make it work.  The challenges can be both physical and financial.  Accessibility and safety become major priorities.  As incomes decrease in retirement, many find themselves house rich and cash poor.  Many wonder if they have to move away to live well or downsize to create a home that physically works for them in their retirement.  

In this presentation, you will learn about: 

• Whether to consider staying or to consider going (downsizing)?
• How a home value contributes to net worth.
• How a home fits in an estate plan or family legacy.
• What to know about Medicaid and Title XIX, if considering giving a home to loved ones?
• How to unlock the value of a current home to move or stay. 
• The value of designing a master plan for an existing or newly acquired home. 
• The ins and outs of Accessory Dwelling Units/In-law apartments. 
• How to leverage assets for repairs or accessibility modifications for new acquired or existing homes. 

For more information or to sign-up, please call 203.268.1145.