Estate Planning for Real Estate Investors & Small Business Owners
Estate planning for real estate investors isn’t just about a will — it’s about making sure the portfolio, the business, and the income you’ve worked so hard to build are protected and ready to pass on to the people you love. This past year, a few losses within our own MAREI family reminded us all how much that matters — and how important it is to be sure that after you set the plan up and pay the experts, every step you were advised to take actually got done.
Members who’ve joined us for meetings like this have called it one of the most important nights they’ve ever spent with MAREI. This is one you’ll be glad you came to.
The Line Up
After Trade Show, Relationship Building and Haves and Wants
We’ll open with a special foreword from investor Michelle Winberry — a few honest words, from her own experience, on why none of us can afford to put this off.
Then estate & business planning attorney Rebecca Auriemma (Anderson & Associates) walks through what a complete plan really looks like for real estate investors and small business owners — trusts and how they work, the documents every owner needs, and the step so many investors miss: making sure the LLCs that hold your properties are actually tied into your plan. A trust only protects what’s truly inside it, and Rebecca will show you how to know if yours is.
CPA Dan Marlow (Valor Business & Tax Service) then covers the tax side — step-up in basis, what’s changing in 2026, and the records that make things easy on your family instead of a headache.
We’ll close with live Q&A, so bring your questions.
Note New Location at the Holiday Inn off of 87th Street
Cost: FREE for MAREI members and first-time guests. Not a member yet? This is the perfect night to join — or pay the $35 guest fee at the door. Either way, come see us.