Navigate Equity Group

12/13/2024

Visiting an aging loved one for this upcoming holiday season? Check out my interview with Syed Rizvi of Senex Memory Advisors to get a better understanding of and signs to look for in regard to cognitive decline and the resources available to help manage it - you don’t have to do it alone!

https://youtu.be/F3DDsEXoLik?si=TAWyiyKNxt8yv6f0

If you have taken care of a loved one with dementia, comment about it below 👇

Are you visiting aging loved ones this holiday season? 🕊️ In this insightful interview, I sit down with Syed Rizvi, a Dementia Practitioner from Senex Memor...

09/03/2024

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

06/19/2023

Fatherhood is a wild ride - many say there is no instruction manual for this, but I believe there’s a map to be discovered in fellowship with other outstanding fathers that are humble enough to share their experiences - the high points and the low points of their relationships with their children.
Listening to those experiences makes me fall in love with my children even more!

Happy Father’s day to those dads that show up for the children, everyday!

06/08/2023

From day 1 to graduation day. I‘m Ace Tejada and I am BOLD. 10 weeks and 8 sessions of an intense dive into shifting real estate strategies. It wasn’t comfortable - I put myself through this because I wasn’t happy with the status quo. The result - I’ve become the preferred Real Estate Planner for 22 assisted living communities in my area 🤘🤘🤘

05/29/2023

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.

05/25/2023

Looking to maximize your investments and minimize your taxes? I'm thrilled to announce that I've earned my specialist certificate in 1031 exchanges! 🏆 As a certified specialist, I have the expertise to guide you through the intricacies of this powerful tax strategy, helping you grow your real estate portfolio with smart moves. Let's work together and unlock the full potential of your investments! 💰🏡

05/25/2023

I am excited to share that I have achieved my specialist certificate in senior relocation. As a certified specialist, I am dedicated to simplifying the process of transitioning to a new home for seniors. With my expertise, I ensure seamless moves and provide peace of mind to families. Let's work together to make your senior relocation a stress-free and positive experience. Contact me today to discuss your unique needs and start the next chapter of your life with confidence.

05/25/2023

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.

05/22/2023

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

05/13/2023

Estate planning is all about making important decisions for the future. It's not always an easy topic to think about, but it's essential to ensure your loved ones are taken care of after you pass away. At Navigate Equity, we understand that estate planning can be a complex and confusing process, which is why we offer a range of services to help you plan for the future. Whether you're creating a will or setting up a trust, our team can provide expert guidance to help you make informed decisions about your assets and beneficiaries. Don't leave your family's future to chance - contact us today to learn more about our estate planning services.

05/08/2023

Despite most people agreeing that having a Will or Trust is important, more than two-thirds of American adults have not yet created an Estate Plan.

Should you have a Will? Or a Trust? What are the differences and advantages of both in regards to your assets and properties? We're happy to navigate these questions towards your full understanding.

05/06/2023

Check out this garden that supplies underserved communities with fresh produce. Last year, they supplied over 10,000lbs to families that found themselves in some hungry situations. Volunteer efforts from the community keep this place going!

Thank you FoxInspectionGroup.com for supporting our volunteer culture!

Find out how you can contribute with your time, talents, or monetary donations at TargetHunger.org