Estate Planning for Real Estate Investors

Estate Planning for Your Real Estate Portfolio

A single trust is rarely enough for investors with multiple properties, multiple LLCs, and complex ownership structures.

Find Out Where You Stand

Your Portfolio Needs a Plan, Not Just a Will

Georgia real estate investors who own three, five, or ten or more properties face estate planning challenges that go well beyond a basic revocable trust. Without the right structure, your family inherits a pile of deeds, operating agreements, mortgages, and tax obligations — not a working portfolio.

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How It Works

1

A 15-Minute Call With Shawn

Tell us what is going on with your family. Shawn walks you through your options and what each one costs. Free.

2

The Design Meeting With Shawn and Melissa

In a 60-minute meeting, Shawn and Melissa review your assets, your family, and your goals together and confirm your price. This meeting is credited toward your plan if you move forward.

3

Review Every Document With Melissa

Before you sign, Melissa walks through every document with you in plain language. No legal jargon. No confusion about what you are signing.

4

Your Plan Is Complete

Melissa delivers your completed documents and explains exactly what your family needs to do. You leave knowing your plan is in place and your family is protected.

Melissa Breyer

Melissa Breyer

Georgia Estate Planning Attorney

Melissa Breyer is a Georgia estate planning attorney who works exclusively on trust-based estate planning and LLC formation. She personally designs and drafts every plan at The Hive Law after the initial call. Every plan is built from scratch for your specific family, your specific assets, and your specific wishes.

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What Our Clients Say

Frequently Asked Questions

There is no single answer, but the general principle is to segregate properties whose liabilities you do not want to cross-contaminate. Many investors use one LLC per property, one LLC per geographic market, or a master LLC structure. We help you evaluate the tradeoffs based on your specific portfolio.

A holding company LLC — where one parent LLC holds membership interests in multiple subsidiary LLCs — can simplify trust funding, centralize management, and reduce the number of operating agreements that need to be coordinated with your estate plan. It is worth considering for investors with five or more LLCs.

If your properties are in a trust and your LLC operating agreements name a successor manager, your successor trustee and successor manager can continue collecting rent and managing properties without a court proceeding. Without this structure, a court-supervised guardianship may be required to manage your assets.

For estates under the federal exemption threshold, estate taxes are not a concern. For larger portfolios, strategies like irrevocable trusts, installment sales, and family limited partnerships can reduce the taxable estate. The right approach depends on your portfolio value, your goals, and your beneficiaries’ situations.

Find Out Where You Stand

You’ve been meaning to do this for a while now. That’s normal. Most families wait until something happens, then wish they hadn’t.

A 15-minute call tells you exactly what you have, what’s missing, and what your family needs next. No paperwork, no obligation, just a straight answer.

  • No sales pitch. Just a straight answer about where you stand.
  • No confusing terms. We explain everything in plain English.
  • A real next step. You’ll know exactly what to do when we hang up.