Estate & Legacy Planning
The loss of both my parents within just three years left me facing the complex responsibility of managing their estate. It was a period that touched every part of my life and offered little time to grieve. Through that difficult process, I came to realize how much could have been avoided with more strategic, tax-efficient planning and better estate preparation.
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That experience inspired me to explore the deeper, often overlooked areas of comprehensive life and legacy planning. By combining my decades of experience in real estate with these personal insights, I discovered a new dimension to my professional purpose—one that now includes a strategic partnership with 8 Point Consultants.
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Just as my real estate practice provides clients with complete guidance in buying or selling a home, my team of experts delivers an integrated approach to financial, estate, and tax planning. Together, we focus on essential strategies for asset protection, capital growth, tax efficiency, and real estate investment. Our holistic process begins with a thoughtful evaluation of each client’s current position, laying the foundation for a secure and well-planned future.
Having assets placed in a properly funded living trust is essential. Without it—even with a will—your beneficiaries may face a lengthy and costly probate process. Funding a trust means transferring the titles of your assets into the trust’s name; without this step, the trust holds no real value.
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For those whose wealth is primarily in real estate, planning ahead is critical. Selling property can take months or even years, and during that time, expenses such as maintenance, taxes, and mortgage payments continue to accumulate.
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When my parents passed, I learned firsthand how quickly unplanned wealth can become a financial burden. Better estate planning could have prevented much of that hardship. Too often, families lose wealth simply because they lack a cohesive financial life plan. Through this experience, I discovered how straightforward and effective even simple financial protection strategies can be when implemented wisely.
There are many effective financial strategies that can build wealth, reduce taxes, and protect assets. Through a holistic approach to life planning, we help you identify the best protection and investment solutions to achieve your long-term goals.
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At 8 Point Consultants, our team and strategic partners focus on creating lasting relationships and delivering tailored, results-driven guidance. Our comprehensive
8 Point Strategies are designed to grow and safeguard your wealth through expertise in Estate & Legacy Planning, Real Estate Strategies, Life Insurance, Tax Mitigation, Retirement Planning, Business Planning, Cash Flow Management, and Investment Management.
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My mission is connect clients with the best strategy that will integrate innovative financial protection strategies with personalized real estate advisement—creating a cohesive plan that adapts to your evolving needs and secures your financial future.
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NPN # 21021042
