What Happens When You Die: Estate Planning for Real Estate Investors

Ask most investors what actually happens to everything they own the day they're gone, and even seasoned pros go quiet. Not who inherits it — what happens to it, legally and tax-wise, in the weeks right after.

⚠️ Quick note: RSVPing here on Meetup does not reserve your spot or send you the details — please register on our website (link below) so we can plan the room and get you what you need.

Now, the meeting:

Ask most investors what actually happens to everything they own the day they're gone, and even seasoned pros go quiet. Not who inherits it — what happens to it, legally and tax-wise, in the weeks right after.

Never set anything up? It's usually chaos: frozen accounts, probate, an unexpected tax bill. Have a will and a trust? Remember, a trust only protects what's actually been put inside it — and lots of "I have a plan" investors have gaps they don't know about.

So come whether you're starting from scratch or you set this up years ago. You'll leave knowing your next step — and better prepared to handle a parent's estate or help a seller with theirs.

Estate attorney Rebecca Auriemma (Anderson & Associates) covers what a complete plan really looks like — trusts, the documents every owner needs, and the funding step so many miss. CPA Dan Marlow (Valor Business & Tax Service) takes the tax side. Investor Michelle Winberry opens with her story, and we close with live Q&A.

This might be the most important MAREI meeting you'll ever attend — bring your spouse, a parent, a grown child, or a sibling as your first-time guest.

FREE for MAREI members and first-time guests. Not a member yet? Join at marei.org/Membership — or pay the $35 guest fee at the door.

📍 NEW LOCATION: Holiday Inn & Suites, OP West · 8787 Reeder Road, Overland Park, KS 66214
🗓️ Tuesday, September 8, 2026 · 5:30–8:30 PM
👉 Register: http://www.mareimember.com/EventsPage.aspx?ID=Main-Monthly-Meeting-What-Happens-When-You-Die-37-9-8-2026