Tuesday’s MAREI meeting covers what you need in place from a legal and tax standpoint. This Master Class is where you actually build it — an estate planning master class for real estate investors that walks you through how to build your personal death (or disability) operating system your heirs can genuinely follow.
The goal: they inherit the legacy you built for them, not a giant mess.
What if Something Happened to you Tonight?
So ask yourself one plain question: if something happened to you tonight, would anyone know what to do with all of it in the morning?
Most investors assume a will or a trust has it handled. Yeah — right.
Because if you’re alive but can’t make decisions, who steps in to collect the rents, pay the bills, manage the rehabs, sign the contracts, deal with your lenders and partners, and protect your income? And if you’re gone, will your family know what you own, where the documents live, which deadlines can’t slip, who to call, and what to keep versus sell?
You have a lot to manage: rentals, notes, partnerships, LLCs, seller-financed deals, options, other assets . . . could someone step in and figure it out.
For a lot of investors, that’s a hard no. And if these things don’t get managed, all that generational wealth you’ve built gets damaged and lost — see our blog post of the $2.8 M portfolio reduced to less than $300k in 2 years by the attorney in charge.
Build a Real World Oparating System for Your Financial Live
In this practical workshop, Robert Mohon will help you build more than an estate plan.
You’ll begin creating a real-world operating system for your financial life.
You’ll discover how to:
- Identify what happens to your assets if you die or become incapacitated
- Determine who has authority to act in each situation
- Inventory your real estate, entities, debts, contracts, and unusual assets
- Identify financial and contractual “time bombs” that require immediate attention
- Spot weaknesses in wills, trusts, powers of attorney, beneficiary designations, and entity documents
- Choose the right people to make legal, financial, and real-estate decisions
- Create an “If Something Happens to Me” operating file
- Build a practical action plan to protect your family and your legacy
If your goal is true generational wealth, start with our discussion at the MAREI Meeting and then add this class so you are ready to sit down with your own Trust Attorney and CPA and Financial Advisors.
eptember 10. Membership is only $25/month, so joining first is the smarter move — you save $50 on this class and get the rest of our meetings, benefits, and library. After September 10, it’s $67 for members and $127 for non-members. Express Success Coaching Students attend FREE (you still need to register).
Yes, this workshop is recorded — every registrant gets the recording, so sign up even if you can’t attend live. And it’s backed by a 100% satisfaction guarantee, or your money back.
🗓️ Saturday, September 12 · 8:00 AM–2:00 PM Central · Live on Zoom