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Estate Planning for Real Estate Entrepreneurs Online Intensive

with... Multiple Speaker(s)

Don't leave your heirs with a mess of assets and debts that they don't understand or know how to deal with if you die or become disabled. This workshop shows you how to do right by your loved ones, before it's too late.

Saturday, July 23, 2022 9:00 AM - 8:00 PM
Virtual ONLINE Event

The event has concluded. We left the finishing time at 8 p.m. so that the registration window would remain open for those who want to register for the replay. (Our site was down this morning. Apologies if you tried to register then.)

Estate Planning

Online Intensive:
Estate Planning for
Real Estate Entrepreneurs

            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

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 to untangle for your family unless YOU’VE made a robust estate plan, including:

  • 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 them (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 them to take control if you’re alive, but incapacitated
  • Or better yet, a LIVING TRUST that makes a lot of this seamless

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 a 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
  • How some work NOW saves taxes and fees for your family LATER
  • Why an updated asset list plus a “Dear Honey Letter” can take most of the stress of figuring out your estate 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
  • How certain insurance policies can make it easy for your family to KEEP your stuff, instead of having to sell it

Your instructors include:

Mary Hart Mary Hart, real estate investor and attorney with over 2 decades' experience, who specializes in helping real estate entrepreneurs preserve their wealth for the next generation (she calls it "The Ultimate Love Letter"
Robert Mohon Robert Mohon, a Nashville-area rental housing provider/lender with complicated holdings and a cool, workable system for keeping his asset catalog up to date
Bill Palte Bill Palte, an insurance agent who works with hundreds of investors — and who's seen every life and disability insurance mistake that they and their families can make

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, as well — you’ll want to listen over and over as you put what you learn into wealth-building action!

It’s just $97 for members, $197 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.

Grab your link below, and get what 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.)


Members:
$97.00
Non-Members:
$197.00

Date:  Saturday, July 23, 2022
Time:  9:00 AM - 8:00 PM


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Event Liability Waiver

www.KREIA.com  (Kentuckiana Real Estate Investors Association) does not give legal, tax, economic, or investment advice. KREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

Your email will never be shared or sold to other members, vendors or any other third party without your consent.


Contact Us:

Kentuckiana Real Estate Investors Association

PO Box 91225
Louisville, KY 40291

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