April 8th, ONLINE
10 a.m. - 4 p.m. Eastern
Online Intensive:
How to Make an Estate Plan NOW
So that You Don't Torture Your Family LATER
with Lee Phillips, Esq.
We've all heard the horror stories about real estate entrepreneurs who die, or become unexpectedly disabled, and leave their heirs with a MESS of:
- Assets that they don't know about, don't understand, or don't know how to manage
- Debts and obligations that they aren't aware of, or don't know how to fulfill
- Family members who can't agree on what to do with the properties and other assets, and end up not speaking to each other
- Kids who get accidentally disinherited by a second marriage
- Exactly the wrong person (or worse, the COURTS) "in charge" of selling, or managing, or otherwise dealing with, both your real estate and personal stuff
Our whole goal for you is that you end up with lots of diverse assets (traditional and short-term rentals, notes, options, everything you're interested in), and while that's great for YOU, it can be a nightmare for your family to untangle unless YOU'VE made a robust estate plan, including:
- A set of documents that guarantee that your wishes will be followed, including a living will, healthcare power of attorney, and trusts (NOT LAND TRUSTS!) to manage your assets – especially your life insurance
- A complete list of your assets, debts, entities, and where the paperwork can be found for all of them
- Detailed instructions about how to handle your real estate empire (hire this property manager, get this note servicer, sell this option to this person) in the case of your death or disability
- Powers of attorney or other documents that allow someone you appoint to take control if you're alive but incapacitated
Yep, it's not a quick, 2-hour project.
But you've SEEN what happens when real estate investors don't take care of their business while they're still alive and healthy enough to do it!
So whether you have kids and grandkids that you'd like to enjoy the fruits of all of your hard work for generations to come, or you're looking to leave your stuff to causes you care about, YOU NEED THIS ONLINE CLASS.
You'll learn:
- How one of several kinds of trusts (Family trust, children's trust, living trust) might be the best solution for owning your assets now, and passing them on without probate when you're gone
- How your will, powers of attorney (health care and durable), LLCs, and trusts fit together to make it easy for your family to take care of YOU, and themselves, if you become disabled
- Why owning your properties in "land trusts" isn't estate planning (or asset protection, for that matter)
- How some work NOW saves huge taxes and fees for your family LATER
- Why an updated asset list plus a "Dear Honey Letter" can take most of the stress off the backs of the folks you leave behind, even if they don't know anything—and don't want to know anything—about real estate
- How to keep Medicaid from taking your assets away from your heirs
- Why your life insurance needs to NOT be part of your estate, and how to set it up so that creditors and estate taxes don't get it
- How to pick the right person to oversee your estate—and avoid a disaster if that 'right person' dies, or divorces out of the family, or becomes disabled, or otherwise turns into the wrong person
Your tour guide through this journey to proper planning is Lee Phillips, an attorney who's also licensed in real estate and insurance, and who has been specializing in estate planning, asset protection, and tax avoidance for over 4 decades. Unlike most presenters on these technical topics, he's entertaining AND great at breaking down these sometimes-complex concepts into terms that civilians can understand and implement.
Yes, this workshop is unique, targeted to YOUR needs, and intensely detailed, and you'll want to listen to over and over…
That's why every registrant gets not just the live event, but the RECORDINGS too—you'll want to listen over and over as you put what you learn into generational wealth-building action!
It's just $67 for members, $97 for non-members, and it's backed by our 100% satisfaction guarantee: if you don't agree that the information you get in this online intensive was worth literally 10x the cost, we'll refund your tuition, no questions asked.
And there are more bonuses, when you register early, too—grab you link by April 7th, and get"
- $20 off—just $47 for members, $97 for non-members
- Lee's eBook "How to Use a Trust," to get you started right away!
Grab your link below, and get the crucial information you need to get started on a REAL estate & disability plan!
After the Event: How to Get the Recording
If you register for this event — even if you can't attend live — you'll get access to the video replay. A few days after the event, when we've packaged up the video file, along with any supplemental documents, we'll post them here at the bottom of this page for viewing and downloading.
We'll also send you email letting you know they're here. But if you miss the email, be sure to visit this page a few days after the event to pick up your video and documents. (Note: Only the people who have registered for this event and are signed into their kreia.com account will be able to access the downloads and replay. Also, please note that it's a good idea to ask your real estate attorney to review any documents, contracts and forms you receive from instructors who are not based in Kentucky; real estate law varies by location.)
Please download the video and documents ASAP: Our website host automatically moves these files out of current storage after 5 months, so the replay video and downloadable documents will go away in time. As soon as you become aware that these resources are available, please download them to your computer or device so that you'll have them for the long haul.