Statement of Involvement in Estate Planning
I have been a EPCDV member for close to 20 years. My lending practice involves supporting professional advisors in critical decision making for their clients. Real estate holdings, as primary residences, investment, and/or retirement income are always factored into tax, estate and financial planning approaches. I provide the data and resources to evaluate the leveraging and de-leveraging of real estate holdings as part of strategic and tactical planning when "Life is Happening" (TM)
