How to Die Right as a Real Estate Investor with Robert Mohon
Details
Most investors spend years building wealth but have only a vague plan for what happens if they die or can no longer run the business. Learn how to build a death-or-disability operating system your heirs can follow — leave a blessing, not a mess.
****** REGISTRATION AT KREIA.COM REQUIRED ******
Saturday, September 12, 9:00 AM–2:00 PM
ONLINE
How to Die Right as a Real Estate Investor
(And What to Do if You Don’t Die, But Can’t Run the Business)
With Robert Mohon
You’ve spent years building your portfolio.
Maybe decades.
You’ve acquired rentals. LLCs. Partnerships. Notes. Seller-financed deals. Options. Contracts. Relationships. Systems.
Now ask yourself a simple question:
If something happened to you tonight, who would know what to do with all of it tomorrow morning?
Most investors assume a will or trust solves the problem.
It doesn’t.
If you’re alive but unable to make decisions, who can collect rents? Pay bills? Handle lenders? Sign contracts? Manage rehabs? Deal with partners? Protect your income?
And if you’re gone, will your family know what you own, where the documents are, what deadlines matter, who needs to be called, or what should be kept versus sold?
For many investors, the answer is a hard no.
And that’s how wealth meant to be “generational” and built over decades can be damaged, delayed, or lost in a matter of months.
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
Register Here
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