Navigating the Next Chapter: Real Estate & Legacy Planning

Get the information you need to make smart, confident decisions about real estate, retirement, and estate planning.

About this Event


Join us for a powerful panel discussion designed to help you navigate the financial, legal, and lifestyle decisions that come with life transitions—whether you're preparing to retire, managing a property, or planning for the future.

Heather Chubb, a trusted Life Transitions Lawyer, will uncover the most common estate planning mistakes, from failing to update documents after major life events to misunderstandings around probate, trusts, and powers of attorney.

As specialists in helping seniors transition from their homes into independent living, realtors Amy Karle and Angie Westberg will share expert advice on decluttering, staging, and simple upgrades that make a big impact when preparing your home to sell or rent—plus how to decide whether renting or selling aligns best with your goals.

Experienced securities professional, Jamie Furlong will break down 1031 Exchanges and their powerful role in deferring capital gains taxes, preserving long-term wealth, and helping investors transition from active landlording to passive investing.

Whether you’re thinking about downsizing, simplifying, or just making more informed decisions, this event will give you the tools and insights to move forward with confidence.

Hosted by Diana Hildebran and the Revel Folsom team

is a premier independent living community designed to support vibrant, active senior living through holistic wellness pillars, culinary experiences, and personalized services.

Agenda

Common Estate Planning Mistakes

Info: Not updating documents after major life changes | Overlooking incapacity planning | Confusion over probate, trusts, and beneficiary designations

Preparing Your Home to Sell or Rent

Info: Decluttering and staging for senior homeowners | Small home upgrades with big impact | Rent vs. Sell: factors to consider based on personal goals

Exchanging Your Rental for a Better Lifestyle

Info: What a 1031 Exchange is and how it works | Moving from active landlord to passive income |Real examples like vacation rentals, DSTs, or turnkey properties

Panelist Q&A

Info: Tap into the knowledge and experience of our Real Estate and Legacy Planning panelists and get the clarity and confidence needed to move forward.

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