Chicago Creative Investors Association - Monthly Meeting

Join us for a meeting of info and ideas. CCIA is welcoming Mary Hart, a retired attorney who spends her time investing, lending, educating and mentoring. Mary has gained a reputation for her expertise in estate planning a critical subject many overlook. The time to plan is as you build your estate.

For the latest info on this meeting and more, please visit ccia-info.com

MEETING AGENDA
5:30PM - Informal Networking

• Informal Networking - open discussion and Q/A

6:00PM - Main Meeting

• Benefits & Updates - with Jane Garvey
• CCIA Announcements
• "A Few Minutes with Steve"- Steve Smullin
• Have/Want and Property Presentation

Main Speaker - Mary Hart -
Write Your Ultimate Love Letter - Estate Planning for Real Estate Investors.

• What is an estate plan?
• Why do you need one?
• How to plan for your disability?
• How do assets pass at death?
• How to minimize or avoid probate fees.
• What are estate taxes?
• How to minimize or avoid estate taxes?
• How to prepare for the huge drop in the Estate Tax exemption amount (2026)
• Special considerations for real estate investors