Smart Moves: Estate Planning and Home Transition Seminar
Thu, Jun 26
|Potterton Rule/Wilkinson Law Group
Thinking of downsizing? Make smart moves with Potterton Rule and Wilkinson Law Group! Join our real estate and legal professionals for a free seminar to help you plan your next chapter with confidence.
Time & Location
Jun 26, 2025, 5:00 PM – 7:00 PM
Potterton Rule/Wilkinson Law Group, 105 E Main St, Mt Horeb, WI 53572, USA
About the event
Join us for a free educational seminar designed to help you plan for the next chapter with confidence. Tyler Wilkinson will cover the essentials of estate planning, including taxes, nursing home considerations, and how to ensure your wishes are honored. You'll also receive practical guidance from Jessica Vezakis on downsizing, preparing your home for sale, and navigating the selling process. Whether you're updating existing plans or just getting started, this seminar provides clear and actionable insights tailored to your needs and those of your family.
1. Decide to Move
Decide your reason WHY you're moving - house is too much, move closer to family, want more social events;
Talk with your family and make sure they understand your reason(s) WHY
2. Make a Plan For Where You're Going
Do not list or market your property until you know where you're going and how to pay for it;