The Alliance Oregon Presents: Alliance Proactive Planning Strategies for LGBTQ+ Partners

Description

Proactive Planning Strategies for LGBTQ+ Partners

RE Law and Reg | CE # 1476 | 1 CE for OR Brokers


Unlock the secrets to smart property ownership and asset protection, with Jim’s expert guidance! This class will empower you with the knowledge you need to assist your LGBTQ+ clients in making informed decisions about property ownership and estate planning. Discover the various ways to take title in Oregon, ensuring that your clients' long-term goals are met with precision and care. Learn the essentials of estate planning to safeguard assets, from Power of Attorney (POA) arrangements to comprehensive strategies for property, financial accounts, and health directives. Equip yourself with the expertise needed to become a trusted advisor, providing exceptional service to your LGBTQ+ clientele