Brian Schwatka is a Realtor, not a CPA, tax person, estate planner, legal person or financial planner. We will only be talking about general principals, not specifics or recommendations or advice. The goal is to get you “thinking and preparing” for a transition. This workshop handbook is for instructional use only and includes hypothetical information such as samples and examples. The information contained in this presentation should not be construed as investment, legal or tax advice, recommendations or solicitations. Persons should seek independent advice on any issues that are not real estate related.