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The Wealth Counselor




Things to Remember When Pulled Over by a Police Officer

Your heart sinks as you catch a glimpse of flashing lights in your rearview mirror. A little rattled, your mind begins racing as you wonder, "Oh no, what should I do now?" Your experience of being pulled over will be a little less stressful if you remember and follow these tips:
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How a Traffic Ticket Can Impact Your Estate

Getting a traffic ticket is never fun, but usually the irritation of it is relatively short-lived if it is taken care of promptly. If you have recently received a ticket, you may have the following questions about it.
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Protecting Your Legacy from a Beneficiary’s Lead Foot

You have worked hard your whole life and are proud to be able to leave a significant legacy to your beneficiaries. But imagine this: The $250,000 brokerage account you diligently built up over decades and then left to your child vanishes as a result of a split-second decision your child made to hit the gas when a traffic light turned yellow. Unfortunately, your child ended up running a red light and hitting a family in a minivan turning left. Your child is sued, and the amount awarded to the family exceeds your child’s automobile policy liability limits, so the family’s attorney is looking at your child’s other assets (including the $250,000 brokerage account you left to them) to make up the difference. Fortunately, you can avoid a situation such as this by taking the following steps:
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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.