Is Your Client Giving a Trick or a Treat?
What Happens If Asset Ownership Does Not Match an Estate Plan?
Has your client been lulled into a false sense of security because they have "done" their estate plans? Unfortunately, a threat to your clients' estate plans may be lurking in the shadows, if the way your client owns their property is inconsistent with their estate plan. This could end up making their estate plan a meaningless relic. How can you help your clients defeat this peril, so that their estate plan will work the way they anticipate when the time comes?
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Has Your Client Chosen a Superhero to Come to Their Rescue?
Managing the Client's Affairs
Although Batman, Captain Marvel, or Black Panther may be your favorite superhero, your clients must choose their own real-life superhero to come to their rescue when they can no longer manage their own affairs. Both you and your clients want to ensure that clients' financial affairs and tax obligations will be handled in a timely and appropriate manner if clients cannot handle their affairs themselves. Who can you talk to if the client cannot manage their own affairs?
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Fighting the Inflation Bogeyman
How to Help Your Clients Combat High Inflation
With inflation at a forty-year high, there is no shortage of articles talking about what people can and should do to fight inflation. The general recommendations include reducing spending and debt, continuing investing, and if possible, increasing income. With so much advice already being given on the subject, what can you add to bring value to your clients? The following suggestions are some additional ways you can help your clients fight the inflation bogeyman.
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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.
