EP 06: Estate Planning: Your Ultimate Love Letter to Your Family with Mary Hart

Ya know, most investors don't take this topic as seriously as they should. Most folks have seen their share of estate planning gone wrong. Let's hope that is not your case.

In this episode Courtney tackles the heavy topic with retired attorney and experienced investor, Mary Hart. Some topics that they cover include:

-how your estate planning is truly your Ultimate Love Letter to your family

-what all estate planning should cover when done right

-we dabble in some conversations around trusts and Subject To transactions (specifically using trusts to avoid the Subject To being called with the Due on Sale clause)

-among other worthwhile conversations.

Check out Mary's bio below: Mary Hart is a retired attorney who currently spends her time as an active real estate investor, private lender, national educator, and mentor. Mary practiced law for over 30 years and has spent many years teaching real estate investors and others how to accelerate and preserve wealth through estate planning, asset protection planning, investing with self-directed IRAs, private money lending, selling real estate through section 1031 tax-deferred exchange and more. Mary particularly enjoys empowering others with the knowledge to live a financially successful life and the means to pass that wealth onto loved ones – which she considers to be the Ultimate Love Letter! Mary is the founder of the AIM Higher Academy, an education and mentorship platform for real estate and note investors of all levels, and the co-founder of the SweetHart Women in Real Estate Mastermind.

To learn more about Mary Hart, visit www.maryhart.net. To learn more about membership in the AIM Higher Academy, visit: www.alternativeinvestingmovement.com.

We hope you enjoy the conversation! You can connect online with Mary on Instagram at https://www.instagram.com/maryhartaim/ or TikTok at Tiktok.com/@maryhartaim.

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