Navigate Equity Group

When your spouse becomes incapacitated, unable to make their own decisions, you don’t automatically get to start making decisions on their health and assets - a guardianship and conservatorship proceeding must be filed with the court if a spouse becomes incapacitated and a spouse is not named as their guardian in legal documents. More content for our Wills, Trusts and Probates series coming soon!

Linked up with industry expert on dementia - Syed Rizvi and Harris County Family Court Investigator Rachel Portnoy

While enjoying the three day weekend with your loved ones, take a minute to remember the brave souls died for our country. For those young lads, it was their last weekend to enjoy the freedoms that many before them paid for with their lives.

I am proud to announce that I have obtained my specialist certificate in DST exchanges. As a certified specialist, I possess the knowledge and expertise to help you unlock the full potential of DST investments. Let's work together to maximize your returns and diversify your portfolio strategically. Contact me today to explore the world of DST investments and make informed investment choices.

Imagine leaving your family behind without a clear plan. Statistics reveal that 82% of Americans aged 55+ don't have an Estate Plan in place. Don’t let your family be a part of that statistic.

By creating a Will, healthcare directive, and power of attorney, you can ensure your family's well-being and financial stability. Don't let them face unnecessary stress or confusion when you pass away.

We can work with your attorney or can put you in touch with our estate planners to guide you in every step of the way. Let us help you craft a tailored Estate Plan that reflects your values and the legacy you want to leave behind with your real estate.

Your family deserves the security and certainty that comes with proper planning. You have spent a lifetime working to build what you have - let’s talk about how to prevent a situation where your family has to pay hundreds of thousands in taxes just to be able to enjoy your legacy.

Click here to start the conversation https://www.navigateequity.com/booking-calendar/real-estate-planning?referral=service_list_widget