July 23rd, ONLINE
9 a.m.-4 p.m. eastern
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 your to untangle 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, real estate investor and attorney with over 2 decade’s experience who specializes in helping real estate entrepreneurs preserve their wealth for the next generation (she calls it “The Ultimate Love Letter”
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, 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.
*But you’d be silly to pay that, since you can join for a month and get ALL the amazing benefits, networking, relationship-building, help and education available here at CREIANC, for just $25, HERE.
Grab your link below, and get what you need to get started on a REAL estate & disability plan!
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Or, go HERE to get the details and register—and yes, it will be recorded, and all registrants will get those recordings to add to their permanent real estate libraries!
Always in your corner,
- CREIANC Success Team