**Estate Planning Isn’t About Death. [It](http://Death.It)’s About Control, Liquidity, and Family Continuity**
**Core topics**

* Liquidity at death vs asset-rich / cash-poor estates
* What trusts do *not* solve
* Coordinating protection with estate plans

My Business Partner, Geeta Noori, and I will talk about Estate Planning and the role of real estate.

Sam Sur

Palatino Wealth — Monthly Clarity & Planning Series

Artificial Intelligence (AI) and Robotics Investors

Career & Business

Investing for Retirement

Real Estate Investing

Financial Technology

Financial Innovation

Financial Planning

AI/ML

Financial Education

[Sam Sur @ https://www.sam-sur.com](https://www.sam-sur.com)

Here is more info on Geeta:

Geeta Noori is a licensed real estate specialist with nearly 20 years of experience helping buyers, sellers, and investors navigate the residential real estate market. As a real estate specialist, Geeta leverages advanced technology, strategic marketing, and expert negotiation to deliver exceptional results for her clients.

She specializes in advising clients on property valuation, market strategy, investment opportunities, and transaction planning to maximize returns and minimize risk. Known for her integrity, professionalism, and client-first approach, Geeta provides tailored guidance to ensure every client makes confident and informed real estate decisions.
Geeta’s mission is to help individuals and families build long-term wealth and security through smart real estate strategies while delivering a seamless, high-touch consulting experience.

My bio is available at: [https://sam-sur.com](https://sam-sur.com)

Sam Sur, Geeta Noori

Estate Planning - Control, Liquidity and Continuity

Online event

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Palatino Wealth — Monthly Clarity & Planning Series

Estate Planning - Control, Liquidity and Continuity

Palatino Wealth — Monthly Clarity & Planning Series

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