What Should Your Client Do If They Get Pulled Over?
Your client's heart sinks as they catch a glimpse of flashing lights in their rearview mirror. A little rattled and with their mind racing, they call you as their trusted advisor, quickly explain the situation, and ask, "What should I do?" To the relief of your client, you can give them the following advice to make the experience of being pulled over a little less stressful:
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What Happens If a Client Gets a Ticket?
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 your client has recently received a ticket, they may have the following questions about it.
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How Your Clients Can Protect Their Legacy from a Beneficiary's Lead Foot
Your clients have worked hard their whole lives and are proud to be able to leave a significant legacy to their beneficiaries. But imagine this: A $250,000 brokerage account your client diligently built up over decades and then left to their child vanishes as a result of a split-second decision the child made to hit the gas when a traffic light turned yellow. Unfortunately, the child ended up running a red light and hitting a family in a minivan turning left. The child is sued and the amount awarded to the family exceeds the child's automobile policy liability limits, so the family's attorney is looking at the child's other assets (including the $250,000 brokerage account left to them by their parents) to make up the difference. Fortunately, your clients can avoid this situation 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.
